Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Segalo is a financial advisor who is currently registered with Creative Planning. Michael is a Certified Financial Planner® professional and has over 15 years of experience in the financial services industry. Michael has held previous positions with TIAA-CREF, J.P. Morgan Securities and UBS Financial Services. Michael holds Series 7 and Series 66 licenses and has a strong understanding of financial markets.
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.
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.
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2
KS
08/29/2023 - Present
Creative Planning (OVERLAND PARK KS)
KS
03/03/2014 - 04/14/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (OVERLAND PARK KS)
KS
07/16/2013 - 02/10/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
KS
10/01/2008 - 07/17/2013
J.P. MORGAN SECURITIES LLC (OVERLAND PARK KS)
MO
02/29/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (KANSAS CITY MO)
MO
06/26/2007 - 03/04/2008
CHASE INVESTMENT SERVICES CORP. (KANSAS CITY MO)
MO
11/15/2005 - 03/28/2007
UBS FINANCIAL SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 03/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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