Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Monaghan is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Allstate Financial Services, LLC in Springboro, Ohio. Michael has held previous positions with Ogilvie Security Advisors Corporation and Morgan Stanley DW Inc. Michael has passed the Series 7, Series 66, SIE, and Series 6TO exams. Michael is registered with the state of Ohio.
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.
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.
1
2
OH
12/11/2019 - Present
Allstate Financial Services, LLC (Springboro OH)
IL
01/03/2003 - 05/27/2003
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
NY
01/04/2001 - 11/22/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Monaghan is the right advisor for you? Invested Better is here to help.
