Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter John Zaayer is a registered representative with Emerson Equity LLC. Peter has been in the financial services industry since 1999. Peter is registered with the state of California and holds the Series 6, 26, 51 and 63 licenses. Peter previously worked for Whitehall-Parker Securities, Inc., NFP Securities, Inc., Associated Securities Corp., Mutual Service Corporation, and WMA Securities, Inc. Peter is a skilled financial professional who is committed to helping clients achieve their financial goals. Emerson Equity LLC offers a variety of financial services to both individuals and businesses, including: financial planning, investment management, and portfolio management.
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
01/13/2023 - Present
Emerson Equity LLC (Irvine CA)
CA
04/06/2010 - 12/31/2022
WHITEHALL-PARKER SECURITIES, INC. (SAN RAFAEL CA)
CA
06/09/2006 - 03/25/2010
NFP SECURITIES, INC. (LAFAYETTE CA)
CA
02/20/2001 - 04/04/2006
ASSOCIATED SECURITIES CORP. (WALNUT CREEK CA)
MA
01/07/2000 - 02/21/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
GA
01/19/1999 - 01/10/2000
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 01/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/21/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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