Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Toth is a financial advisor at Charles Schwab & Co., Inc. in Phoenix, Arizona. Michael has been in the financial services industry since August 2011. Prior to joining Charles Schwab, Michael worked at USAA Financial Advisors, Inc. Michael is registered with the state of Arizona as both a broker-dealer and an investment advisor. Michael holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Michael provides financial planning and portfolio management services to individual and business clients. The Schwab Wealth Advisory Inc. program is paid by the wrap sponsor pursuant to a cost plan formula.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (PHOENIX AZ)
AZ
08/15/2011 - 01/02/2019
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
IA
Issued 12/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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