linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Anthony Magee

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Anthony Magee

Michael Anthony Magee is a financial advisor who has been in the industry since December 3, 2000. Michael is currently registered with Charles Schwab & CO., Inc. and has been with the firm since July 2, 2002. Michael has been registered with the state of California since July 16, 2002, and with the state of Florida since July 3, 2002. Michael holds the Series 7, Series 63, and SIE licenses. Michael has experience with Edward D. Jones & CO., L.P., CHATFIELD DEAN & CO., INC., INVESTORS CENTER, INC., and GRAYSTONE NASH, INC. Michael has a broad range of experience in the financial services industry and is dedicated to providing his clients with personalized financial advice.

Firm Information

Michael Magee is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Magee’s Registration & Firm History

FL

07/02/2002 - Present

Charles Schwab & CO., Inc. (Orlando FL)

NA

08/27/1992 - 04/07/1993

CHATFIELD DEAN & CO., INC.

NA

02/08/1990 - 10/08/1990

EDWARD D. JONES & CO., L.P.

NA

01/05/1989 - 03/10/1989

INVESTORS CENTER, INC.

NA

11/23/1988 - 01/18/1989

GRAYSTONE NASH, INC.

Not sure if Michael Anthony Magee is right for you?

Licenses & Designations

BC

Issued 07/15/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael Anthony Magee.
Not sure if Michael Anthony Magee is right for you?