Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Saltzman is a financial professional with over a decade of experience in the industry. Emily's career began in 2005 with Labranche & Co. LLC and she has since held positions at KBC Financial Products USA, Inc., Wolfe Trahan Securities, and Cornerstone Macro LLC. Emily is currently registered with Piper Sandler & Co. and specializes in portfolio management for businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
1
2
CT
02/07/2022 - Present
Piper Sandler & Co. (Greenwich CT)
NY
05/19/2014 - 02/16/2022
CORNERSTONE MACRO LLC (New York NY)
NY
12/22/2012 - 04/30/2013
WOLFE TRAHAN SECURITIES (NEW YORK NY)
NY
07/26/2006 - 02/12/2007
KBC FINANCIAL PRODUCTS USA, INC. (NEW YORK NY)
NY
06/07/2005 - 07/18/2005
LABRANCHE & CO. LLC (NEW YORK NY)
BC
Issued 02/13/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2006
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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