Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Wetter is a financial advisor who has been in the industry since 2007. Michael is currently registered with Charles Schwab & CO., Inc. in Florida as a Registered Representative and Investment Advisor Representative. Michael has been registered with Charles Schwab & CO., Inc. since May 2020. Previously, Michael was registered with USAA FINANCIAL ADVISORS, INC. and SIGNATOR INVESTORS, INC. in Florida. Michael has experience in a variety of financial services, including financial planning, portfolio management, and investment advisory services. Michael holds the Series 6, 7, 10, 24, 51, 63, and 65 licenses, as well as the SIE. Michael is a Certified Financial Planner.
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
FL
05/28/2020 - Present
Charles Schwab & CO., Inc. (Wesley Chapel FL)
FL
11/23/2010 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
07/20/2007 - 11/05/2010
SIGNATOR INVESTORS, INC. (TAMPA FL)
IA
Issued 03/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/10/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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