Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bratsztein is a financial advisor with Schwab Wealth Advisory, Inc. Michael has over 28 years of experience in the financial services industry. Michael has held positions with several firms including USAA Financial Advisors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 8, Series 10, Series 31 and Series 66 licenses. Michael is also a Certified Financial Planner™. Michael provides financial planning and portfolio management services to individuals and businesses.
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.
1
2
FL
02/08/2021 - Present
Schwab Wealth Advisory, Inc. (Riverview FL)
FL
12/16/2009 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
FL
04/23/2008 - 11/11/2009
SUNTRUST INVESTMENT SERVICES, INC. (LAKELAND FL)
FL
09/27/2007 - 01/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
11/20/1995 - 09/04/2007
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
NY
07/08/1993 - 11/14/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/24/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/06/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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