Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Continelli is a financial advisor with Charles Schwab & CO., Inc. Michael has been working in the financial services industry since 1990. Michael is registered with the Securities and Exchange Commission (SEC) and holds Series 6, 7, 9, 10, 24, 63, 65, 99TO and SIE licenses. Michael is a Certified Financial Planner and has experience in providing financial planning, portfolio management and selection of other advisers. Michael is also a Board Member of Musicopia, a 501(c)(3) corporation that provides financial and educational support to underfunded grade school music programs.
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
PA
01/09/2014 - Present
Charles Schwab & CO., Inc. (Wayne PA)
PA
09/15/2022 - 05/19/2024
TD AMERITRADE, INC. (Wayne PA)
MI
12/03/2010 - 01/17/2012
FIDELITY BROKERAGE SERVICES LLC (FARMINGTON MI)
AZ
03/10/2004 - 11/12/2010
CHARLES SCHWAB & CO., INC. (SCOTTSDALE AZ)
AZ
01/28/2004 - 02/25/2004
ARMA FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
PA
05/05/1997 - 06/28/2001
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
AZ
02/01/1993 - 05/01/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NJ
03/13/1989 - 06/11/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/13/1989 - 06/11/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 12/27/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/05/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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