Unclaimed
Krystal Kathryn Emge is a financial advisor with over 30 years of experience in the industry. Krystal is currently registered with LPL Financial LLC and Island Wealth Management. Krystal has held previous positions with VALIC Financial Advisors, Inc., Prudential Investment Management Services LLC, Prudential Retirement Services, Inc., Benefitcorp Equities, Inc., Prudential Asset Management Company Securities Corporation, The Prudential Insurance Company of America, SunAmerica Securities, Inc., Southmark Financial Services, Inc., and G. T. Murray & Co. Krystal holds Series 6, 63, 26 and 65 licenses. Krystal is based in Honolulu, HI.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
HI
09/05/2014 - Present
LPL Financial LLC (HONOLULU HI)
HI
06/26/2003 - 09/19/2014
VALIC FINANCIAL ADVISORS, INC. (HONOLULU HI)
NJ
01/01/1997 - 06/23/2003
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
05/01/1993 - 01/01/1997
PRUDENTIAL RETIREMENT SERVICES, INC. (NEWARK NJ)
CO
03/14/1991 - 03/23/1994
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
NJ
06/01/1992 - 05/01/1993
PRUDENTIAL ASSET MANAGEMENT COMPANY SECURITIES CORPORATION (NEWARK NJ)
NJ
08/01/1985 - 06/01/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
AZ
06/18/1989 - 04/10/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
10/14/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
05/31/1984 - 02/05/1986
G. T. MURRAY & CO.
IA
Issued 03/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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