Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Maymo is a financial advisor with Emerson Equity LLC. Jose has been in the financial services industry since 2004 and is registered in California and New York. Jose's expertise includes financial planning, portfolio management, and selection of other advisors. Jose has experience working with both individuals and high-net-worth clients. Prior to joining Emerson Equity LLC, Jose worked with several other financial firms, including MVP American Securities and Transamerica Capital, Inc. Jose holds the Series 6, 7, 63, and 65 licenses.
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
05/11/2021 - Present
Emerson Equity LLC (SAN MATEO CA)
CA
01/02/2019 - 04/19/2021
EMERSON EQUITY LLC (SAN MATEO CA)
CA
04/13/2016 - 01/09/2017
EMERSON EQUITY LLC (SAN MATEO CA)
NV
02/17/2015 - 02/02/2016
MVP AMERICAN SECURITIES (LAS VEGAS NV)
CO
08/15/2011 - 08/07/2013
TRANSAMERICA CAPITAL, INC. (DENVER CO)
PA
05/03/2010 - 04/05/2011
HERITAGE FINANCIAL SYSTEMS, INC. (MALVERN PA)
CA
08/22/2007 - 12/08/2008
PACIFIC CORNERSTONE CAPITAL INCORPORATED (SANTA ANA CA)
OH
11/03/2003 - 08/06/2007
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
01/23/2001 - 10/27/2003
ONE GROUP DEALER SERVICES, INC. (COLUMBUS OH)
OH
05/17/1999 - 12/31/2000
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
IA
Issued 05/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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