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 Colbert is a registered representative with Charles Schwab & Co., Inc. with over 16 years of experience in the financial services industry. Michael is a Series 6, 7, 26, and 63 licensed professional and has previously held roles with TD Ameritrade Clearing, Inc., TD Ameritrade, Inc., Fidelity Brokerage Services LLC, and National Financial Services LLC. Michael is currently located at the Charles Schwab & Co., Inc. branch office in Westlake, TX and has a strong track record of providing quality service to clients.
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
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2
TX
01/26/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
10/24/2017 - 12/31/2023
TD AMERITRADE CLEARING, INC. (Westlake TX)
TX
10/24/2017 - 12/31/2023
TD AMERITRADE, INC. (Westlake TX)
TX
07/17/2013 - 07/19/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
02/05/2013 - 07/02/2013
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
06/23/2008 - 10/02/2012
TD AMERITRADE, INC. (FORT WORTH TX)
TX
01/01/2008 - 03/20/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
04/14/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 05/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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