Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Crescenzio Gimlin is a financial advisor with over 34 years of experience. Michael is currently registered with LPL Financial LLC, a national firm, with branch offices in San Diego, CA, and Williamsville, NY. Previously, Michael was registered with Ameriprise Financial Services, LLC, National Planning Corporation, and AIG Financial Advisors, Inc. Michael has a broad range of experience in the financial services industry, having held positions with various firms. Michael specializes in providing a variety of financial services to individuals, businesses, pension plans, and charitable organizations.
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
09/08/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
NY
07/01/2016 - 09/13/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Williamsville NY)
NY
10/16/2007 - 07/05/2016
NATIONAL PLANNING CORPORATION (WILLIAMSVILLE NY)
NY
10/31/2005 - 11/05/2007
AIG FINANCIAL ADVISORS, INC. (WILLIAMSVILLE NY)
AZ
01/06/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
07/26/1995 - 01/20/2000
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
FL
06/03/1991 - 07/27/1995
EURO-ATLANTIC SECURITIES INC. (BOCA RATON FL)
NY
01/24/1991 - 06/03/1991
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NA
09/20/1990 - 01/29/1991
TAW SECURITIES, INC.
NA
04/07/1989 - 09/26/1990
MLB INVESTMENTS, LTD.
NA
02/16/1989 - 04/18/1989
MONMOUTH INVESTMENTS, INC.
NA
10/19/1988 - 02/28/1989
POWER SECURITIES CORPORATION
BOTH
Issued 03/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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