Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emiliano? Claim Your ProfileEmiliano Sauceda is a financial professional with over 12 years of experience in the financial industry. He is registered with the state of California as both a Broker-Dealer and an Investment Advisor. Emiliano is associated with Planmember Securities Corp., a registered investment advisor with over 100 clients. He is also a self-employed Fixed Insurance Agent. Emiliano has experience working with a variety of clients including individuals, corporations, pension and profit sharing plans, and charitable organizations. Emiliano specializes in financial planning, investment management, and insurance sales.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/23/2020 - Present
Planmember Securities Corp. (SAN DIMAS CA)
CA
05/12/2010 - 01/11/2013
SAGEPOINT FINANCIAL, INC. (SOUTH PASADENA CA)
FL
08/06/2008 - 05/06/2010
ALLEGIANT SECURITIES L.L.C. (MIAMI FL)
IA
Issued 06/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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