Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Coughlin is a financial advisor with Pensionmark Securities, LLC in Santa Barbara, California. Michael has been in the financial services industry since 1999 and has extensive experience in the field. Michael holds a Series 6, Series 26 and Series 63 license and is registered in several states including California, Delaware, Florida, Nevada, New Jersey, New York, Pennsylvania, and South Carolina. Michael's focus is on helping clients achieve their financial goals.
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.
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2
CA
04/12/2024 - Present
Pensionmark Securities, LLC (Santa Barbara CA)
CO
08/01/2013 - 04/12/2024
THE LEADERS GROUP, INC. (LITTLETON CO)
NJ
02/16/2006 - 08/05/2013
PRINCOR FINANCIAL SERVICES CORPORATION (NEPTUNE NJ)
NY
01/15/2003 - 12/31/2005
CADARET, GRANT & CO., INC. (SYRACUSE NY)
AZ
02/11/1999 - 12/31/2002
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BC
Issued 05/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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