Marc KrimenCRD Number: 6065997
Current Firm: Leumi Investment Services Inc.
Marc Krimen (CRD# 6065997) is an Investment Advisor Representative working at Leumi Investment Services Inc. in Chicago, IL and has over 4 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|Leumi Investment Services Inc.||Chicago, IL||May 2016 - Current||< 1|
|Morgan Stanley||Chicago, IL||Oct 2015 - May 2016||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Oct 2015 - May 2016||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Oct 2015||< 1|
|Morgan Stanley||Chicago, IL||May 2012 - Oct 2015||3|
|Marc Krimen Law||Lake Bluff, IL||Jun 2010 - Apr 2012||1|
|Outreach Services Inc.||Seattle, WA||Jan 2007 - Jun 2010||3|
|Marc Krimen Law||Lake Bluff, IL||Feb 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management43MILLIONS
Total Number of Accounts55ACCOUNTS
Average Account Value$772,727
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, IL, NJ, NY, OH
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