Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andrews is a financial advisor with Schwab Wealth Advisory, Inc. Michael has been in the industry since 1997 and has experience with a variety of firms, including USAA Financial Advisors, Inc., TIAA-CREF Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc., and American Express Financial Advisors Inc. Michael is a Certified Financial Planner and holds several licenses and certifications, including the Series 66, Series 65, and Series 63 exams. Michael has been with Schwab Wealth Advisory, Inc. since 2022 and has worked at the Phoenix, AZ location. Michael specializes in portfolio management for individuals and businesses.
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
AZ
06/13/2022 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
11/03/2011 - 05/05/2017
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
MI
01/01/2004 - 07/07/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ANN ARBOR MI)
NY
03/12/2001 - 01/01/2004
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
MN
08/05/1997 - 02/14/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/05/1997 - 02/14/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/14/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/12/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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