Unclaimed
Malcolm Kelly Sessoms is a financial advisor registered with TLG Advisors, Inc. Malcolm is a Series 6, 7, 24, 26, and 66 licensed professional. Malcolm has been in the financial services industry since 2002.
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.
Placement of institutional funds
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.
1
2
CO
02/16/2022 - Present
TLG Advisors, Inc. (LITTLETON CO)
NC
06/07/2021 - 02/17/2022
MML INVESTORS SERVICES, LLC (RALEIGH NC)
NC
01/06/2020 - 05/04/2021
ROYAL ALLIANCE ASSOCIATES, INC. (CHAPEL HILL NC)
NC
10/24/2018 - 07/16/2019
ALLSTATE FINANCIAL SERVICES, LLC (MOORESVILLE NC)
NC
01/14/2008 - 09/05/2018
NATIONWIDE SECURITIES, LLC (WINTERVILLE NC)
NE
12/18/2002 - 03/07/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NE
05/15/2001 - 12/10/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
OH
04/30/1999 - 05/17/2001
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BOTH
Issued 04/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 03/26/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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