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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Segal is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. John Michael Segal has been in the industry since July 21, 1992, working with a wide range of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. John Michael Segal has worked at Wells Fargo Clearing Services, LLC, A.G. Edwards & Sons, Inc., Josephthal & Co., Inc., The Boston Group, Gruntal & Co. Incorporated, Dickinson & Co. and Hibbard Brown & Co., Inc. John Michael Segal holds Series 7, Series 63, Series 66, and SIE licenses. John Michael Segal is registered with the state of Massachusetts and in 29 other states.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MA
10/28/2020 - Present
Raymond James Financial Services Advisors, Inc. (Westford MA)
MA
01/01/2008 - 10/26/2020
WELLS FARGO CLEARING SERVICES, LLC (CHELMSFORD MA)
MA
01/30/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHELMSFORD MA)
NY
03/26/1997 - 02/19/1998
JOSEPHTHAL & CO., INC. (NEW YORK NY)
CA
03/14/1996 - 03/31/1997
THE BOSTON GROUP (LOS ANGELES CA)
NY
09/10/1993 - 03/11/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
12/01/1992 - 09/22/1993
DICKINSON & CO. (DES MOINES IA)
NY
07/20/1992 - 12/01/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 07/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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