Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Anderson is a registered representative with Union Square Advisors LLC. Emily has been in the industry since September 23, 2011. Emily has a Series 63, Series 79, and SIE license. Emily is registered in California and has a Branch Office located in San Francisco, CA. Emily has previously worked at CODE ADVISORS LLC and Goldman, Sachs & Co.
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.
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.
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CA
06/28/2016 - Present
Union Square Advisors LLC (SAN FRANCISCO CA)
CA
09/29/2014 - 06/16/2016
CODE ADVISORS LLC (SAN FRANCISCO CA)
NY
09/08/2011 - 09/23/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 12/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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