Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Micchelli is a financial advisor with Charles Schwab & Co., Inc. Marc has been in the financial industry since 1986. Marc is licensed to provide financial advice in California and Texas and is registered with FINRA. Marc is a Series 7, Series 6, Series 10, Series 9, Series 22, and Series 63 licensed advisor. Marc previously worked for Chase Investment Services Corp. and John Hancock Distributors, Inc. Marc specializes in providing financial advice and planning services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/04/2005 - Present
Charles Schwab & CO., Inc. (Austin TX)
IL
05/20/2004 - 05/10/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
12/01/1986 - 10/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
10/17/1984 - 04/25/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 11/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/26/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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