Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Salzer is an active broker-dealer registered with Emerson Equity LLC in San Mateo, CA. Peggy holds the Series 7TO, SIE, and Series 63 licenses. Peggy has been in the financial industry since 2023 and has specialized in providing financial planning, investment management, and selection of other advisors. Emerson Equity LLC provides financial services to individuals and 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.
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.
1
2
CA
09/11/2023 - Present
Emerson Equity LLC (SAN MATEO CA)
BC
Issued 12/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Peggy Salzer is the right advisor for you? Invested Better is here to help.
