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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Kristian Snyder is a financial advisor at Emerson Equity LLC. Sean has worked in the financial services industry since 2004 and is registered with FINRA and the state of California. Sean has Series 7, 63, 65, 24 and SIE licenses and specializes in providing financial planning, portfolio management and investment management services to individuals and high-net-worth individuals. Prior to joining Emerson Equity LLC, Sean was a registered representative at Capital Dynamics Broker Dealer LLC and Growth Capital Services, Inc.
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
11/16/2012 - Present
Emerson Equity LLC (SAN MATEO CA)
CA
01/25/2010 - 07/30/2012
CAPITAL DYNAMICS BROKER DEALER LLC (MENLO PARK CA)
DE
11/19/2009 - 01/14/2010
GROWTH CAPITAL SERVICES, INC. (CLAYMONT DE)
CA
04/23/2008 - 11/02/2009
SJ CAPITAL, INC. (SAN FRANCISCO CA)
BC
Issued 04/30/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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