Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael C Urizzo is a financial advisor who has been in the industry since 2001. Michael currently works at Charles Schwab & CO., Inc. and previously worked at IMC FINANCIAL MARKETS, GOLDMAN, SACHS & CO., GOLDMAN SACHS EXECUTION & CLEARING, L.P., and SPEAR, LEEDS & KELLOGG SPECIALISTS LLC. Michael has passed a variety of exams to become licensed and certified as a financial advisor. Michael has a total of 17 years of experience in the financial services industry and has a broad range of knowledge and experience in advising clients. Michael's areas of specialization include investment management, financial planning, and portfolio management.
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
TX
08/17/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NY
08/11/2014 - 11/24/2020
IMC FINANCIAL MARKETS (New York NY)
NY
10/27/2011 - 08/22/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
12/04/2007 - 11/14/2011
GOLDMAN SACHS EXECUTION & CLEARING, L.P. (NEW YORK NY)
NY
04/27/2000 - 11/14/2011
SPEAR, LEEDS & KELLOGG SPECIALISTS LLC (NEW YORK NY)
BOTH
Issued 08/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2000
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 09/27/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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