Unclaimed
Michael Charles Armstrong is a financial advisor with over 14 years of experience in the industry. Michael has worked with several financial institutions, most recently with Charles Schwab & CO., Inc.. Prior to joining Charles Schwab & CO., Inc., Michael was employed at TD AMERITRADE, INC., TD AMERITRADE CLEARING, INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, and SECURIAN FINANCIAL SERVICES, INC.. Michael's expertise includes financial planning and selection of other advisors. Michael holds Series 7, Series 24 and Series 66 licenses and has also passed the Securities Industry Essentials Examination.
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
NE
01/18/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
10/03/2011 - 01/18/2022
TD AMERITRADE, INC. (OMAHA NE)
NE
10/14/2010 - 10/03/2011
TD AMERITRADE CLEARING, INC. (BELLEVUE NE)
NE
06/28/2010 - 10/05/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)
NE
06/13/2008 - 01/25/2010
TD AMERITRADE CLEARING, INC. (BELLEVUE NE)
NE
09/25/2006 - 02/02/2007
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 09/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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