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HA

Humberto M. Arguello

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CRD#: 5454267
HA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Humberto Michael Arguello, who also goes by Michael Arguello, was a registered financial professional .

Humberto is a previously registered financial professional and started their career in finance in 2008. Humberto had worked at 3 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Arguello

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 25, 2008 - February 28, 2013

AST INVESTMENT SERVICES, INC.

RIA
CRD#: 108897
SHELTON, CT
Past

June 25, 2008 - February 28, 2013

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT
Past

March 7, 2008 - June 18, 2008

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
MILFORD, CT

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
AST INVESTMENT SERVICES, INC.
AMERICAN SKANDIA INVESTMENT SERVICES, INC. | AST INVESTMENT SERVICES, INC.

CRD#: 108897 / SEC#: 801-40532

RIA
Registered Investment Advisory firm - (1/10/1992 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/21/2008
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


AI
AST INVESTMENT SERVICES, INC.
AMERICAN SKANDIA INVESTMENT SERVICES, INC. | AST INVESTMENT SERVICES, INC.

CRD#: 108897 / SEC#: 801-40532

RIA
Registered Investment Advisory firm - (1/10/1992 Approved)
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Contact information


Main Address
One Corporate Drive, Shelton, CT 06484
Mailing Address
Phone number
(973) 802-9908
Established
Firm type
Fiscal year end
# of Employees
52

SEC notice filing (51 States and Territories)


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Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts27
AUM (Assets Under Management)$ 93,541,799,206

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AST INVESTMENT SERVICES, INC.

CRD#: 108897

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