Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Schoffman is a financial advisor with over 15 years of experience in the industry. Michael is currently registered with Schechter Investment Advisors, LLC. Prior to joining Schechter Investment Advisors, Michael worked at USAA Financial Advisors, Inc., UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and charitable organizations. Michael holds the Series 7, Series 66, Series 31, and SIE licenses and is a Certified Financial Planner. Michael is also a Managing Member of L and S Property Assets, 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.
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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CA
04/12/2023 - Present
Schechter Investment Advisors, LLC (Glendale CA)
CA
01/09/2013 - 08/04/2016
USAA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
CA
12/05/2008 - 12/19/2012
UBS FINANCIAL SERVICES INC. (ENCINO CA)
CA
10/10/2006 - 12/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)
BC
Issued 07/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 10/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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