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Multiple Financial Services, Inc.

Headquartered in SAN JUAN CAPISTRANO, CA

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Firm Information

Multiple Financial Services, Inc. is a terminated corporation that was formed on June 2, 1999. The firm provided financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. The firm had 1 licensed agent, 1 investment advisor representative, and 1 registered representative. Their regulatory assets under management totaled $1,800,000, with $1,500,000 of that being from high-net-worth individuals. The firm's website is HTTP://MULTIPLEFINANCIAL.COM.

Multiple Financial Services, Inc.

$1.80M

Assets Under Management

4

Total Clients

Not reported

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

MULTIPLE FINANCIAL SERVICES, INC. has a total of 2 branch locations across the country.
location

SAN JUAN CAPISTRANO, CA

location

San Juan Capistrano, CA

Advisors at Multiple Financial Services, Inc.

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Unclaimed
Michael Henry Flammer

RA

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Unclaimed
Brian Michael Flammer

RA

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Disclosures

There is public disclosure for Multiple Financial Services, Inc.. Review regulatory record here.

Frequently Asked Questions (9)

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