Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andrew Bracamontes is a financial advisor with Charles Schwab & Co., Inc. Michael has been working in the financial industry since 2016, and has experience with a variety of firms, including J.P. Morgan Securities LLC and TD Ameritrade, Inc. Michael holds Series 7, 7TO, 9, 10, 63 and 65 licenses. Michael is registered with the state of Texas. Michael's firm, Charles Schwab & Co., Inc., offers a variety of financial services, including financial planning, portfolio management, and investment advice.
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
05/17/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
12/17/2018 - 03/01/2021
J.P. MORGAN SECURITIES LLC (WEATHERFORD TX)
TX
08/03/2016 - 04/13/2018
J.P. MORGAN SECURITIES LLC (FLOWER MOUND TX)
TX
04/29/2016 - 06/15/2016
TD AMERITRADE, INC. (FORT WORTH TX)
BC
Issued 06/23/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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