Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Michelle Brezik is an investment advisor representative at Charles Schwab & CO., Inc. Mary Michelle is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New York. She has been in the securities industry since October 2023. Mary Michelle has passed the Series 7TO, Series 66, and SIE exams. She is registered to provide securities-related advice in 49 states and the District of Columbia. In addition to her role at Charles Schwab, Mary Michelle also worked at Charles Schwab Banks SSB, Shamrock Trading Corporation and The Jayhawk Club.
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
NY
09/27/2024 - Present
Charles Schwab & CO., Inc. (New York City NY)
BOTH
Issued 02/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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