Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tuazon is a financial advisor with over 15 years of experience in the industry. Michael is currently registered with Schwab Wealth Advisory, Inc., where he provides financial planning and portfolio management services for individuals and businesses. Previously, Michael worked with Wells Fargo Advisors, LLC, Morgan Stanley and Woodbury Financial Services, Inc. Michael is licensed to practice in 53 states and holds Series 6, 7, 9, 10, 63 and 65 licenses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
FL
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (ORLANDO FL)
FL
03/25/2013 - 03/30/2015
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
FL
05/11/2011 - 04/09/2013
MORGAN STANLEY (WINTER PARK FL)
FL
04/24/2009 - 10/13/2010
WOODBURY FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
07/15/2004 - 03/04/2009
METLIFE SECURITIES INC. (ORLANDO FL)
FL
07/15/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ORLANDO FL)
FL
05/03/2004 - 06/09/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 08/26/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/08/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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