Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Crescenzi is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Michael has been working in the financial industry since December 2007, and has a broad range of experience, having worked for several other firms prior to LPL Financial LLC, including Lincoln Financial Securities Corporation, Cantor Fitzgerald & Co., and Western International Securities, Inc. Michael is registered with both FINRA and the SEC and holds several licenses and certifications, including Series 7, 63, and 66. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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CA
09/20/2017 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
09/16/2016 - 09/29/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (SAN DIEGO CA)
NY
01/31/2011 - 12/10/2013
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
07/13/2009 - 11/03/2009
LEK SECURITIES CORPORATION (NEW CITY NY)
CA
04/30/2007 - 01/09/2009
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
CA
06/16/2005 - 04/27/2007
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
NY
12/18/2004 - 05/04/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
04/14/2003 - 12/01/2004
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
BC
Issued 03/18/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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