Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethan? Claim Your ProfileEthan Schelin is a financial advisor with Emerson Equity LLC. Ethan is a registered representative, holding a Series 7, Series 63, Series 79, Series 24, and SIE licenses. Ethan has over 3 years of experience in the financial services industry.
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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2
CA
09/12/2020 - Present
Emerson Equity LLC (Huntington Beach CA)
BC
Issued 02/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/11/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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