Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Edward Pisenti has been in the financial services industry since March 17, 1990. Daniel is currently registered with Emerson Equity LLC as an Investment Advisor Representative in the state of California. Prior to this, Daniel was registered with Whitehall-Parker Securities, Inc. and Smith-Thomas Investment Services, Inc. Daniel's areas of specialization include Portfolio Management for Individuals, Financial Planning, Selection of Other Advisers, and Educational 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.
1
2
CA
01/04/2023 - Present
Emerson Equity LLC (San Rafael CA)
CA
11/07/1991 - 12/31/2022
WHITEHALL-PARKER SECURITIES, INC. (San Rafael CA)
NA
05/19/1988 - 01/09/1990
SMITH-THOMAS INVESTMENT SERVICES, INC.
BOTH
Issued 12/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1988
Series 24 - General Securities Principal Examination
BC
Issued 02/02/1988
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/03/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1987
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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