Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renata? Claim Your ProfileRenata Lance is an investment advisor representative with Emerson Equity LLC, located in San Mateo, California. Renata has been in the industry since 2009 and has experience working with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth. Renata also provides financial planning services and is a registered representative with Series 63, 66 and 7 licenses. In addition to her work at Emerson Equity LLC, Renata also works as a owner of several businesses outside of the financial sector.
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
03/01/2024 - Present
Emerson Equity LLC (SAN MATEO CA)
CA
09/03/2021 - 05/25/2022
CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)
CA
05/31/2019 - 09/03/2021
CETERA FINANCIAL SPECIALISTS LLC (REDWOOD CITY CA)
CA
02/15/2019 - 02/27/2019
MORGAN STANLEY (BURLINGAME CA)
CA
11/02/2018 - 01/08/2019
ROYAL ALLIANCE ASSOCIATES, INC. (LAFAYETTE CA)
CA
07/26/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (LAFAYETTE CA)
CA
03/17/2016 - 07/05/2016
WELLS FARGO ADVISORS, LLC (EAST PALO ALTO CA)
CA
01/03/2011 - 06/06/2014
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
07/27/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PALO ALTO CA)
CA
06/01/2009 - 07/29/2009
MORGAN STANLEY SMITH BARNEY (MENLO PARK CA)
CA
06/04/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
BOTH
Issued 09/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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