Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Arreguin is a financial advisor with LPL Financial LLC. Miguel has been in the financial services industry since 2012. Miguel is registered to provide investment advice in several states including Michigan, Texas and others. Miguel has a Series 7, Series 63, and Series 66 licenses. Miguel was previously associated with Cetera Investment Services LLC and Fidelity Brokerage Services LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
10/21/2020 - Present
LPL Financial LLC (FORT WORTH TX)
TX
01/22/2015 - 10/21/2020
CETERA INVESTMENT SERVICES LLC (FORT WORTH TX)
TX
12/03/2012 - 11/24/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 07/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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