Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Madrid is a financial professional with over 17 years of experience in the industry. Michael has a Series 66 license as well as Series 7, 24 and SIE licenses. Michael currently works for Charles Schwab & CO., Inc. in Westlake, TX. Michael is registered with the state of California. Before joining Charles Schwab & CO., Inc., Michael worked at TD AMERITRADE, INC. and LPL FINANCIAL LLC.
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
01/19/2022 - Present
Charles Schwab & CO., Inc. (WESTLAKE TX)
CA
02/26/2015 - 01/19/2022
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
10/18/2005 - 03/25/2014
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 06/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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