Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Etzi is a financial professional with over 15 years of experience in the industry. Michael is currently registered with Charles Schwab & Co., Inc. and is licensed to provide financial advice in California, Colorado, and Pennsylvania. Michael has a strong background in securities, having held Series 7, Series 24, and Series 63 licenses. Michael is a Registered Representative and General Securities Principal.
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
CO
02/15/2008 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
PA
04/05/2001 - 08/10/2001
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
BC
Issued 06/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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