Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Rutkowski is a registered representative with Emerson Equity LLC. She is a licensed investment advisor, with over 7 years of experience in the industry, holding both Series 63 and Series 22 licenses. Crystal has previously worked with SC Distributors, LLC, International Assets Advisory, LLC, The M & A Group LLC and JCC Advisors, LLC. Crystal specializes in portfolio management for individuals. She is currently registered in 16 states, including Alabama, Arizona, Arkansas, California, Illinois, Indiana, Iowa, Louisiana, Michigan, Minnesota, Mississippi, Missouri, New York, Puerto Rico, Texas and Wisconsin.
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
05/13/2021 - Present
Emerson Equity LLC (Irvine CA)
CA
06/26/2019 - 05/07/2021
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
TX
01/08/2018 - 02/27/2019
INTERNATIONAL ASSETS ADVISORY, LLC (FARMERS BRANCH TX)
FL
12/12/2016 - 03/05/2018
THE M & A GROUP LLC (SARASOTA FL)
CA
02/13/2015 - 04/01/2016
JCC ADVISORS, LLC (LAGUNA NIGUEL CA)
BC
Issued 03/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2015
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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