Emily Agresta (CRD# 6851609) is an Investment Advisor Representative working at Prosperity Capital Advisors in Schererville, IN and has over 3 years of experience in the finance industry.
CRD# 4320235
Edward Jones
CRD# 1645288
Adamec Financial Group, Inc.
CRD# 6691750
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity Capital Advisors | Schereville, IN | Oct 2021 - Current | 2 |
| Innovation Partners LLC | Charlotte, NC | Oct 2020 - Current | 3 |
| Hammer Financial Group | Schererville, IN | Aug 2017 - Current | 6 |
| Full Time Student | Dyer, IN | Jul 2010 - May 2019 | 8 |
| The Adventure Club | Schererville, IN | Mar 2016 - Aug 2017 | 1 |
| Barton's Pizza | Highland, IN | Jun 2015 - Feb 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2020 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- IL
- IN
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Total Assets Under Management2,245MILLIONS
-
Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA
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