Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Laurence Werry is a financial advisor registered with Emerson Equity LLC and is based in Irvine, CA. Dan Laurence Werry has over 14 years of experience in the financial services industry. Dan Laurence Werry specializes in providing a variety of financial advisory services, including financial planning, portfolio management, and selection of other advisors. Dan Laurence Werry has a strong track record of success in helping clients achieve their financial goals. Dan Laurence Werry holds the Series 63, Series 22, and Series 7 licenses.
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.
1
2
CA
02/14/2021 - Present
Emerson Equity LLC (Irvine CA)
CA
05/04/2017 - 02/16/2021
LIGHTHOUSE CAPITAL GROUP, LLC (PASADENA CA)
MN
05/31/2012 - 07/25/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMINGTON MN)
MN
10/05/2011 - 05/15/2012
COURTLANDT SECURITIES CORPORATION (MINNEAPOLIS MN)
MN
11/20/2009 - 09/09/2011
BLUEROCK CAPITAL MARKETS LLC (MINNEAPOLIS MN)
MN
04/06/2004 - 11/09/2009
OMNI BROKERAGE, INC. (MINNEAPOLIS MN)
IA
02/24/2004 - 04/16/2004
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
BC
Issued 05/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dan Werry is the right advisor for you? Invested Better is here to help.
