Unclaimed
Ting-yih Wu is a registered investment advisor representative at Emerson Equity LLC. Ting-yih Wu is licensed to provide investment advice in California and Washington. Ting-yih Wu has been in the securities industry since June 2022. Ting-yih Wu is also a marketing assistant for The Sherer Group, a marketing vehicle for Emerson Equity LLC.
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
01/01/2025 - Present
Emerson Equity LLC (SAN MATEO CA)
BOTH
Issued 12/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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