Unclaimed
Michael John Emser is a financial advisor with over 37 years of experience in the industry. Michael has a strong background in providing financial advice and wealth management services. Michael is a Certified Financial Planner and holds the Series 6, 7, 24, 63 and 65 licenses. Michael is currently registered with Raymond James Financial Services Advisors, Inc. Michael has previously worked with United Planners' Financial Services of America A Limited Partner, Nathan & Lewis Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Michael is dedicated to helping clients 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
09/26/2022 - Present
Raymond James Financial Services Advisors, Inc. (Williamsville NY)
NY
08/30/2001 - 10/06/2022
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WILLIAMSVILLE NY)
NY
12/05/1990 - 08/31/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
10/20/1986 - 12/05/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/20/1986 - 12/05/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Emser is the right advisor for you? Invested Better is here to help.