Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Segall is an investment advisor representative with Allstate Financial Services, LLC and has been in the industry since 2010. Michael is licensed to sell securities in 26 states, including Washington, Oregon, and California. Michael previously worked at MATRIX CAPITAL GROUP, INC. and PLANCO FINANCIAL SERVICES, LLC. Michael has passed the Series 6, SIE, and Series 63 exams.
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
WA
01/07/2014 - Present
Allstate Financial Services, LLC (Mount Vernon WA)
NY
10/29/2009 - 03/09/2012
MATRIX CAPITAL GROUP, INC. (NEW YORK NY)
CT
08/07/2006 - 03/03/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
BC
Issued 05/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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