EW
Emma J. White
VICTORY CAPITAL SERVICES
BOSTON, MA 02109
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CRD#: 5678425
EW
Professional summary
Emma Jo White, who also goes by Emma Jo Miller, Emma Miller, Emma Jo Miller, is a registered financial professional currently at VICTORY CAPITAL SERVICES, INC. located in Boston, Massachusetts.
Emma is registered as a RR (Registered Representative) and started their career in finance in 2018. Emma has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 3 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Emma Jo Miller | Emma Miller | Emma Jo Miller
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Emma Jo White's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 1, 2025 - Present
VICTORY CAPITAL SERVICES, INC.
Office #1: 60 State Street, Boston, MA 02109BD
CRD#: 37059
BOSTON, MA
Past
August 31, 2022 - April 1, 2025
AMUNDI DISTRIBUTOR US, INC.
BD
CRD#: 24497
BOSTON, MA
Past
December 17, 2018 - August 26, 2022
BNY MELLON SECURITIES CORPORATION
BD
CRD#: 231
BOSTON, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/1/2025)
RR
Alaska(4/1/2025)
RR
Arizona(4/1/2025)
RR
Arkansas(4/1/2025)
RR
California(4/1/2025)
RR
Colorado(4/1/2025)
RR
Connecticut(4/1/2025)
RR
Delaware(4/1/2025)
RR
District of Columbia(4/1/2025)
RR
Florida(4/1/2025)
RR
Georgia(4/1/2025)
RR
Hawaii(4/1/2025)
RR
Idaho(4/1/2025)
RR
Illinois(4/1/2025)
RR
Indiana(4/1/2025)
RR
Iowa(4/1/2025)
RR
Kansas(4/1/2025)
RR
Kentucky(4/1/2025)
RR
Louisiana(4/1/2025)
RR
Maine(4/1/2025)
RR
Maryland(4/1/2025)
RR
Massachusetts(4/1/2025)
RR
Michigan(4/1/2025)
RR
Minnesota(4/1/2025)
RR
Mississippi(4/1/2025)
RR
Missouri(4/1/2025)
RR
Montana(4/1/2025)
RR
Nebraska(4/1/2025)
RR
Nevada(4/1/2025)
RR
New Hampshire(4/1/2025)
RR
New Jersey(4/1/2025)
RR
New Mexico(4/1/2025)
RR
New York(4/1/2025)
RR
North Carolina(4/1/2025)
RR
North Dakota(4/1/2025)
RR
Ohio(4/1/2025)
RR
Oklahoma(4/1/2025)
RR
Oregon(4/1/2025)
RR
Pennsylvania(4/1/2025)
RR
Puerto Rico(4/1/2025)
RR
Rhode Island(4/1/2025)
RR
South Carolina(4/1/2025)
RR
South Dakota(4/1/2025)
RR
Tennessee(4/1/2025)
RR
Texas(4/1/2025)
RR
Utah(4/1/2025)
RR
Vermont(4/1/2025)
RR
Virginia(4/1/2025)
RR
Washington(4/1/2025)
RR
West Virginia(4/1/2025)
RR
Wisconsin(4/1/2025)
RR
Wyoming(4/1/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VICTORY CAPITAL SERVICES, INC.
CHS INVESTMENT SERVICES, INC. | VICTORY INCOME INVESTORS | VICTORY FUNDS | VICTORY CAPITAL SERVICES, INC. | VICTORY CAPITAL ADVISERS, INC. | TRIVALENT INVESTMENTS | THE ONE GROUP SERVICES COMPANY | SYCAMORE CAPITAL | RS INVESTMENTS | PIONEER INVESTMENTS | ONE GROUP SERVICES COMPANY (THE) | OGSC DISTRIBUTOR, INC. | NEW ENERGY CAPITAL | MUNDER CAPITAL MANAGEMENT | INTEGRITY ASSET MANAGEMENT
CRD#: 37059 / SEC#: , 8-47577
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
4900 Tiedeman Road 4th Floor, Brooklyn, OH 44144
Mailing Address
4900 Tiedeman Road 4th Floor, Brooklyn, OH 44144
Phone number
(216) 898-2400
Established
Delaware since 06/03/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 1 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VICTORY CAPITAL SERVICES, INC.
CRD#: 37059Boston, MA 02109TRUST BUT VERIFY
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