Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Crimmins is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Emerson Equity LLC as an Investment Advisor Representative. Michael has previously held positions at ZATARA CAPITAL SECURITIES L.P., INTERNATIONAL ASSETS ADVISORY, LLC, CABOT LODGE SECURITIES LLC, DFPG INVESTMENTS, INC., KBS CAPITAL MARKETS GROUP LLC, AXA DISTRIBUTORS, LLC, ALLIANCE FUND DISTRIBUTORS, INC., METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. Michael is also a licensed securities agent in California, Nebraska, North Carolina, Oregon, Tennessee and Virginia. Michael specializes in financial planning, portfolio management for individuals, and selection of other advisors. Michael has experience with clients of various types, including High Net Worth Individuals, Individuals Other Than High Net Worth, and pension and profit sharing plans. Michael's firm has a total of 1037 accounts with assets under management of over $176 million, of which over $140 million are managed with discretionary authority.
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.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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
CA
07/13/2021 - Present
Emerson Equity LLC (Newport Beach CA)
CA
03/16/2022 - 08/28/2024
ZATARA CAPITAL SECURITIES L.P. (NEWPORT BEACH CA)
CA
02/22/2021 - 06/23/2021
INTERNATIONAL ASSETS ADVISORY, LLC (NEWPORT BEACH CA)
CA
01/21/2020 - 03/09/2021
CABOT LODGE SECURITIES LLC (Newport Beach CA)
CA
06/26/2019 - 01/08/2020
EMERSON EQUITY LLC (NEWPORT BEACH CA)
CA
12/14/2017 - 07/05/2019
CAPULENT LLC (Newport Beach CA)
IL
11/15/2016 - 12/21/2017
ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)
CA
08/11/2016 - 11/14/2016
DFPG INVESTMENTS, INC. (NEWPORT BEACH CA)
CA
01/27/2006 - 05/14/2015
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
NC
05/04/2001 - 10/04/2005
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
TN
03/26/2001 - 05/15/2001
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
NA
03/02/1992 - 05/15/1992
METLIFE SECURITIES INC.
NA
03/02/1992 - 05/15/1992
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 07/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/18/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/07/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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