Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Boggio is a financial advisor registered with Charles Schwab & Co., Inc. Michael has been in the securities industry since March 30, 2006 and has a broad range of experience serving clients in various states. Michael holds licenses for securities and investment advisory services and is registered with the state of Maryland as an Investment Advisor Representative. Michael's current registration is with Charles Schwab & Co., Inc. Michael has also worked with MML Investors Services, LLC, Capital Investment Group, Inc., and Comprehensive Asset Management and Servicing, Inc., among others.
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
1
2
MD
01/04/2024 - Present
Charles Schwab & CO., Inc. (Bethesda MD)
TN
06/06/2022 - 03/02/2023
P.J. ROBB VARIABLE, LLC (MEMPHIS TN)
NC
11/28/2018 - 02/02/2022
MML INVESTORS SERVICES, LLC (WILMINGTON NC)
NC
07/16/2012 - 11/12/2018
CAPITAL INVESTMENT GROUP, INC. (WILMINGTON NC)
NC
11/11/2008 - 05/23/2012
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (WILMINGTON NC)
NC
09/19/2005 - 11/18/2008
CITIGROUP GLOBAL MARKETS INC. (WILMINGTON NC)
NC
07/31/2003 - 11/14/2003
SOUTHEAST INVESTMENTS N.A., INC. (CHARLOTTE NC)
IA
Issued 10/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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