Michael Sekaly (CRD# 7727152) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orange, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Prudential Insurance Company Of America | Orange, CA | Oct 2023 - Current | < 1 |
Pruco Securities LLC | Orange, CA | Feb 2023 - Current | 1 |
Eagle Community Credit Union | Lake Forest, CA | Feb 2023 - Current | 1 |
Clean Skies Technology | Tempe, AZ | Feb 2021 - Current | 3 |
Titan Mutual Lending | Irvine, CA | Nov 2020 - Dec 2022 | 2 |
Wells Fargo | Fountain Valley, CA | Feb 2019 - Nov 2020 | 1 |
Round Table Pizza | Fountain Valley, CA | Mar 2017 - Dec 2018 | 1 |
Mcdonalds | Fountain Valley, CA | Aug 2015 - Dec 2016 | 1 |
Fountain Valley High School | Fountain Valley, CA | Sep 2012 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- CA
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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