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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Schimmel is an investment advisor representative with Wealthcare Advisory Partners LLC and Wealthcare Capital Partners, LLC. Michael has been in the industry since 2008. Michael is registered in multiple states including District of Columbia, Florida, Maryland, New Mexico, North Carolina, Texas, and Virginia. Michael specializes in financial planning, pension consulting, and selection of other advisors. Michael is committed to providing clients with personalized advice and investment strategies that meet their individual needs.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
11/11/2019 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
VA
09/19/2022 - 06/21/2023
COASTAL EQUITIES, INC. (LEESBURG VA)
VA
10/15/2019 - 09/27/2022
LPL FINANCIAL LLC (LEESBURG VA)
VA
11/16/2015 - 02/07/2019
HSBC SECURITIES (USA) INC. (Tysons VA)
VA
01/06/2011 - 02/13/2015
HSBC SECURITIES (USA) INC. (RESTON VA)
VA
03/12/2007 - 12/14/2010
WELLS FARGO ADVISORS, LLC (CENTREVILLE VA)
IA
Issued 11/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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