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Justin Habermehl

Umergence LLC

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About Justin Habermehl

Justin Habermehl is a financial advisor with over 9 years of experience in the financial services industry. Justin is currently registered with Umergence LLC, a firm specializing in providing financial advice and services. Justin has previously held positions at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Northwestern Mutual Investment Services, LLC. Justin holds licenses for both state and federal securities markets, including Series 6, 7, 63, and 65 licenses. Justin is also a Registered Representative of Umergence LLC. Justin is committed to providing his clients with personalized financial advice and services.

Firm Information

Justin Habermehl is currently registered with Umergence LLC. Umergence LLC is a Limited Liability Company formed in 2015. It is registered to operate in all 50 states and the District of Columbia. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Justin Habermehl’s Registration & Firm History

CT

06/05/2023 - Present

Umergence LLC (PLANTSVILLE CT)

CT

03/23/2021 - 06/23/2021

UMERGENCE LLC (PLANTSVILLE CT)

NY

04/13/2017 - 04/17/2019

MORGAN STANLEY (NEW YORK NY)

NY

07/01/2014 - 04/17/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)

NY

01/16/2014 - 06/10/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREAT NECK NY)

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Licenses & Designations

IA

Issued 09/19/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2014

Series 7 - General Securities Representative Examination

BC

Issued 01/16/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Habermehl.
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