Emily Lafferty Email & Phone Number
Financial Planner @ Osaic
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Emily Lafferty Location
- Minneapolis, MN, US
Emily Lafferty Work
- Financial Planner @ Osaic (May 1997 - Present)
- Mortgage Post Closing Specialist @ Norwest Mortgage (January 1996 - August 1997)
Emily Lafferty Education
- University of Minnesota Duluth
Bachelor of Business Administration (B.B.A.) (Finance, General)
Emily Lafferty Skills
- Asset Allocation
- Estate Planning Strategies
- Financial Analysis
- Financial Goals
- IRAs
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Personal Financial Planning
- Retirement
- Retirement Income Strategies
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Wealth
- Wealth Accumulation
- Wealth Management
Emily Lafferty Summary
- Emily Lafferty, based in Minneapolis, MN, US, is currently a Financial Planner at Osaic. Emily Lafferty brings experience from previous roles at Norwest Mortgage. Emily Lafferty holds a Bachelor of Business Administration (B.B.A.) in Finance, General @ University of Minnesota Duluth. With a robust skill set that includes Asset Allocation, Estate Planning Strategies, Financial Analysis, Financial Goals, IRAs and more. Emily Lafferty has 1 emails and 1 mobile phone numbers on RocketReach.
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