Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Sherer is an investment advisor representative with Emerson Equity LLC, located in San Mateo, CA. Timothy has been in the industry since 1978 and has worked with various firms, including Sandlapper Securities, LLC, SCF Securities, Inc., J.P. Turner & Company, L.L.C., and Regal Securities, Inc. Timothy holds multiple licenses and certifications, including Series 7, Series 63, Series 65, and Series 24. He is also a Chartered Financial Consultant. Timothy specializes in providing financial planning, portfolio management, and insurance-related services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Timothy is a member of several professional organizations and has a strong track record of success in the financial services industry.
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
04/30/2019 - Present
Emerson Equity LLC (SAN MATEO CA)
CA
06/22/2015 - 04/15/2019
SANDLAPPER SECURITIES, LLC (Los Gatos CA)
CA
02/13/2015 - 06/19/2015
SCF SECURITIES, INC. (San Jose CA)
CA
07/05/2007 - 02/06/2015
J.P. TURNER & COMPANY, L.L.C. (SAN JOSE CA)
IL
06/28/2007 - 07/09/2007
REGAL SECURITIES, INC. (GLENVIEW IL)
CA
02/03/2004 - 07/03/2007
BROOKSTREET SECURITIES CORPORATION (SAN JOSE CA)
MA
02/01/2001 - 01/03/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/01/2001 - 01/03/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MO
06/14/1997 - 02/06/2001
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MA
12/08/1992 - 06/03/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/08/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
02/13/1992 - 11/03/1992
SOARES FINANCIAL GROUP, INC.
NY
03/23/1990 - 12/31/1991
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
05/10/1988 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
06/15/1987 - 04/06/1988
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
11/06/1979 - 06/08/1987
PML SECURITIES COMPANY
NA
07/14/1977 - 11/05/1979
E.I. SALES, INC.
NA
01/03/1977 - 05/04/1977
TRANSAMERICA FUND SALES, INC.
IA
Issued 12/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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