Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy K. Strohn is a registered representative with Emerson Equity LLC, in Paicines, CA. Amy has been working in the securities industry for over 2 years. She has a Series 66 license and her registration is active in California. Amy also provides financial planning services. She works with individuals, high-net-worth individuals and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/21/2023 - Present
Emerson Equity LLC (Paicines CA)
BOTH
Issued 09/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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