Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Brennan is a financial advisor with Schwab Wealth Advisory, Inc., where they have been working since March 2022. Michael has been in the industry since May 2010 and is registered in 53 states and the District of Columbia for both securities and investment advisory services. Before joining Schwab Wealth Advisory, Michael worked at Charles Schwab & Co., Inc. in Lone Tree, Colorado. Michael is also registered with the Financial Industry Regulatory Authority (FINRA).
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.
1
2
CO
04/25/2022 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CA
10/23/2013 - 06/05/2015
ITG INC. (SAN FRANCISCO CA)
CA
06/30/2009 - 01/05/2011
CUTLER GROUP, LP (SAN FRANCISCO CA)
CA
06/25/2007 - 01/04/2010
QUEST SECURITIES, INC. (FAIR OAKS CA)
BOTH
Issued 04/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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