Unclaimed
Saysamone Block is a registered representative with Emerson Equity LLC, a registered investment advisor firm. Saysamone has been in the financial services industry since 2010. They have been registered with Emerson Equity LLC since April 4, 2016. Saysamone holds Series 63, Series 7, and SIE licenses. Saysamone is registered in Arizona, California, Florida, New Hampshire, Oregon, South Carolina and Washington. Emerson Equity LLC has been in business since 2005. The firm has a total of 1037 accounts under management, with $176,171,921 in assets. The firm provides financial planning, investment management, and educational seminars. Saysamone is a valuable asset to Emerson Equity LLC and its clients.
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
04/04/2016 - Present
Emerson Equity LLC (SAN MATEO CA)
CA
03/09/2015 - 12/22/2015
SUMMIT BROKERAGE SERVICES, INC. (LARKSPUR CA)
CA
11/01/2011 - 04/22/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)
CA
07/17/2009 - 11/02/2011
STONE & YOUNGBERG LLC (SAN FRANCISCO CA)
BC
Issued 07/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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