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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 Steven Himmel is a financial advisor with Beacon Pointe Advisors, LLC. Michael Steven Himmel has been in the industry for more than 35 years and has a Series 3 license. Michael Steven Himmel is a Certified Financial Planner and has specializations in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Financial Planning, Selection of Other Advisers, Publication of Periodicals, Educational Seminars, and Consulting Services. Michael Steven Himmel is currently registered with the state of Florida and Vermont. Michael Steven Himmel is also registered with Vermont as a Registered Representative. Michael Steven Himmel has previously worked at Essex Asset Management and Beacon Pointe Advisors, LLC. Michael Steven Himmel has a current employment with Beacon Pointe 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.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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CA
12/18/2023 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
BC
Issued 08/29/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
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