Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Francis Maloon is a financial advisor with California Financial Advisors, registered with the state of California. Michael has been in the financial industry since 1987. Michael has experience with Lincoln Financial Advisors Corporation, Foothill Securities, Inc., and Financial Telesis Inc. Michael has several certifications and licenses including a Series 7, Series 6, and Series 63 license. Michael also holds the Certified Financial Planner and Chartered Financial Consultant designations. Michael's specialties include financial planning and portfolio management for individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
CA
03/09/1998 - Present
California Financial Advisors (SAN RAMON CA)
CA
08/13/2014 - 11/30/2016
FOOTHILL SECURITIES, INC. (San Ramon CA)
CA
06/19/1998 - 08/14/2014
FINANCIAL TELESIS INC (SAN RAMON CA)
IN
08/28/1987 - 07/14/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/28/1987 - 07/14/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
08/28/1987 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 09/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Michael Maloon is the right advisor for you? Invested Better is here to help.
