Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Jonathan Sherer is a financial advisor registered with Emerson Equity LLC. Ryan Sherer has been in the financial services industry since December 2012. Ryan Sherer is currently registered with the state of Texas as an investment advisor representative and a broker in the states of Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Washington. Ryan Sherer has previously been employed with SANDLAPPER SECURITIES, LLC, SCF SECURITIES, INC., J.P. TURNER & COMPANY, L.L.C., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
04/18/2019 - Present
Emerson Equity LLC (SAN MATEO CA)
CA
06/23/2015 - 04/15/2019
SANDLAPPER SECURITIES, LLC (Los Gatos CA)
CA
02/02/2015 - 06/19/2015
SCF SECURITIES, INC. (San Jose CA)
CA
02/07/2014 - 02/06/2015
J.P. TURNER & COMPANY, L.L.C. (SAN JOSE CA)
CA
01/31/2013 - 02/05/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
11/27/2012 - 01/04/2013
J.P. TURNER & COMPANY, L.L.C. (SAN JOSE CA)
BOTH
Issued 02/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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