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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Krumholz is an investment advisor representative with Perigon Wealth Management, LLC. Michael has been in the financial services industry since 1989. Michael is licensed in Pennsylvania and Texas. Michael has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Michael provides financial planning, portfolio management and selection of other advisors.
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.
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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2
PA
02/05/2024 - Present
Perigon Wealth Management, LLC (READING PA)
PA
03/29/2017 - 12/09/2019
LPL FINANCIAL LLC (READING PA)
PA
02/26/2007 - 04/24/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (READING PA)
PA
02/29/2000 - 03/27/2007
PRIME CAPITAL SERVICES, INC. (READING PA)
GA
06/06/1994 - 03/06/2000
WMA SECURITIES, INC. (DULUTH GA)
FL
12/10/1991 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
10/16/1989 - 12/06/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 03/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/13/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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