Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ernesto? Claim Your ProfileErnesto A. Chavez is a financial advisor with over 20 years of experience in the industry. Ernesto is currently registered with Emerson Equity LLC, a Registered Investment Advisor, and previously worked with J.P. Turner & Company, L.L.C., Western International Securities, Inc., and Edward Jones. Ernesto is a Certified Public Accountant (CPA) and provides tax preparation services in addition to financial planning and investment advisory services. Ernesto works with individuals and families to help them achieve their financial goals.
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.
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CA
03/03/2022 - Present
Emerson Equity LLC (SAN MATEO CA)
AZ
09/29/2015 - 03/01/2022
WESTERN INTERNATIONAL SECURITIES, INC. (Nogales AZ)
AZ
08/30/2010 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (NOGALES AZ)
AZ
03/22/2010 - 04/21/2010
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
AZ
02/28/2001 - 03/01/2010
EDWARD JONES (NOGALES AZ)
BOTH
Issued 09/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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