Emilie Colette George

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 08/2018
  Vandersall And Associates / Ameriprise Financial
  Edina, MN
• 12/2006 → 08/2018
  Astute Transformations, Llc
  St. Louis Park, MN
• 08/2018 → 12/2024
  Raymond James & Associates
  Edina, MN
• 12/2024 → Present
  Raymond James Financial Services, Inc.
  Bloomington, MN
• 12/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Bloomington, MN

Previous Registrations

• 2018-09-04 → 2024-12-12
  Raymond James & Associates, Inc.
  Edina, MN
• 2015-12-02 → 2018-08-28
  Ameriprise Financial Services, Llc
  Edina, MN

Other Businesses

Wahl & Wire Wealth Management of Raymond James, 7900 International Dr Ste 1085, Bloomington MN 55425, Support Company - Non Owner, Associate/Employee 12/9/2024, I/R: No, HPM: 21-40 Trade Hours: 21-40 Duties: Sales assistant / office manager.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-24
• S63 Uniform Securities Agent State Law Examination
  1993-09-10

Other Names

• Emilie Colette Weiland
• Emilie Colette Plociennik