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Kevin Matthew Segrell

Mischler Financial Group, Inc.

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About Kevin Matthew Segrell

Kevin Segrell is a financial professional with over 25 years of experience in the industry. Kevin is currently registered with Mischler Financial Group, Inc. in Corona Del Mar, California. Kevin has held previous positions with Great Pacific Securities, Ladenburg Thalmann & Co. Inc., Gilford Securities Incorporated, Chase Investment Services Corp., WAMU Investments, Inc., Brookstreet Securities Corporation and RBC Dain Rauscher Inc. Kevin is licensed to sell securities in California, Connecticut, Massachusetts, New York, Oklahoma and Texas.

Firm Information

Kevin Segrell is currently registered with Mischler Financial Group, Inc.. Mischler Financial Group, Inc. is a corporation formed in November 1994. It is registered with the SEC and in 48 states, providing financial services nationwide.

Not reported

Assets Under Management

Not reported

Total Clients

49

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.

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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Kevin Segrell’s Registration & Firm History

CA

03/17/2020 - Present

Mischler Financial Group, Inc. (CORONA DEL MAR CA)

CA

07/16/2018 - 03/13/2020

GREAT PACIFIC SECURITIES (COSTA MESA CA)

CA

10/12/2015 - 08/23/2017

LADENBURG THALMANN & CO. INC. (IRVINE CA)

CA

06/04/2009 - 10/19/2015

GILFORD SECURITIES INCORPORATED (IRVINE CA)

CA

05/02/2009 - 05/15/2009

CHASE INVESTMENT SERVICES CORP. (IRVINE CA)

CA

09/23/2008 - 05/02/2009

WAMU INVESTMENTS, INC. (IRVINE CA)

CA

08/08/2007 - 05/30/2008

GREAT PACIFIC SECURITIES (COSTA MESA CA)

CA

02/28/2002 - 07/18/2007

BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)

NY

01/03/2002 - 02/20/2002

RBC DAIN RAUSCHER INC. (NEW YORK NY)

MA

04/07/1995 - 01/16/2002

TUCKER ANTHONY INCORPORATED (BOSTON MA)

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Licenses & Designations

BC

Issued 05/05/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Matthew Segrell.
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