Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Edward Luter is an investment advisor with Emerson Equity LLC. Bryan has been in the industry since 1994 and has a strong track record of success. Bryan is committed to providing his clients with personalized financial advice and investment strategies to help them achieve their financial goals. Bryan is registered with the state of California, Puerto Rico, and Texas. He holds the Series 7 and 63 licenses, as well as the Securities Industry Essentials (SIE) designation. Bryan has worked with a variety of clients, including high-net-worth individuals, families, and businesses. He specializes in providing financial planning, portfolio management, and wealth management services. Bryan is a member of the Financial Industry Regulatory Authority (FINRA) and is committed to providing his clients with the highest level of professional service.
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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2
CA
04/29/2019 - Present
Emerson Equity LLC (SAN MATEO CA)
PR
02/24/2009 - 04/10/2017
WFG INVESTMENTS, INC. (San Juan PR)
TX
10/06/2006 - 03/13/2009
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
01/17/2001 - 10/11/2006
SANDERS MORRIS HARRIS INC. (DALLAS TX)
TX
04/15/1999 - 01/19/2001
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NJ
08/15/1996 - 05/05/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/06/1994 - 08/16/1996
BEAR, STEARNS & CO. INC. (NEW YORK NY)
TX
02/19/1993 - 06/06/1994
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NY
09/25/1992 - 02/23/1993
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 10/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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