Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecilia? Claim Your ProfileCecilia Yaw-chyun Ho is a registered representative with Emerson Equity LLC, a registered investment advisor firm based in San Mateo, California. Cecilia has been in the industry since 2004 and is a Series 7, Series 63, and SIE licensed professional. Cecilia has prior experience with other firms such as Sorrento Pacific Financial, LLC, Partnervest Securities, Inc., VSR Financial Services, Inc., Sunamerica Securities, Inc. and World Group Securities, Inc. She has a strong track record of success in the financial services industry, and she is dedicated to providing her clients with personalized investment advice and guidance. Emerson Equity LLC offers investment advisory services for individuals, and provides a range of services, including financial planning, portfolio management, selection of other advisors, and education seminars.
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
01/01/2014 - Present
Emerson Equity LLC (SAN MATEO CA)
CA
07/31/2009 - 12/23/2011
SORRENTO PACIFIC FINANCIAL, LLC (SAN JOSE CA)
CA
05/03/2006 - 07/31/2009
PARTNERVEST SECURITIES, INC. (SAN JOSE CA)
CA
01/03/2006 - 05/01/2006
VSR FINANCIAL SERVICES, INC. (CAMPBELL CA)
AZ
09/13/2004 - 10/21/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
04/02/2004 - 09/10/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 05/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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