Emprey
Shivers
Osaic Wealth, Inc
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About this Advisor
Emprey Shivers is a financial advisor based in Jersey City, New Jersey, working with Osaic Wealth, Inc. Emprey has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Nurses First Solutions, Contemporary Services Co, Ucf Bookstore, University Of Central Florida, Planet Fitness, Florida State College Of Jacksonville, Elite Amenities, Hudson Pool Management, Felician College, Deerwood Country Club/Oasis, Ponte Vedra Ymca, Royal Alliance Associates, Inc, and Fidelity Investments. Emprey has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Emprey is part of Osaic Wealth, Inc, which operates out of Jersey City, New Jersey. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Emprey Shivers Work History
Royal Alliance Associates, Inc
Fidelity Investments
Merrill Lynch, Pierce, Fenner & Smith Inc
Nurses First Solutions
Contemporary Services Co
Ucf Bookstore
University Of Central Florida
Planet Fitness
Deerwood Country Club/Oasis
Florida State College Of Jacksonville
Elite Amenities
Hudson Pool Management
Ponte Vedra Ymca
Felician College
Hudson Pool Management
Disclosures
Please visit the SEC profile of Emprey Shivers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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