Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Crespin is a financial advisor registered with Fidelity Personal And Workplace Advisors. Michael has over 13 years of experience in the financial industry. Michael holds both FINRA Series 66 and Series 7 licenses, as well as the Securities Industry Essentials Exam. Michael is also a Certified Financial Planner and a Chartered Financial Consultant. Michael is registered in 53 states. Michael has previously worked at Jackson National Life Distributors LLC, Investment Centers of America, Inc., National Planning Corporation, SII Investments, Inc., and AXA Advisors, LLC.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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CO
06/06/2024 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
12/07/2017 - 03/26/2024
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
WI
06/15/2016 - 11/03/2017
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
06/15/2016 - 11/03/2017
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
CO
06/15/2016 - 11/03/2017
NATIONAL PLANNING CORPORATION (DENVER CO)
WI
06/15/2016 - 11/03/2017
SII INVESTMENTS, INC. (APPLETON WI)
CO
07/01/2013 - 06/08/2016
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
12/03/2010 - 07/08/2013
AXA ADVISORS, LLC (DENVER CO)
BOTH
Issued 03/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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