Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Eugene Apolinar is a financial advisor currently registered with Charles Schwab & Co., Inc. in Phoenix, Arizona. Michael has been in the financial industry since May 2006 and holds multiple licenses and registrations, including Series 7, 63, 65, 9, and 10. He is also licensed as an Investment Advisor Representative in Arizona. Michael has prior experience with several other firms, including USAA Financial Advisors, Inc., USAA Investment Management Company, Chase Investment Services Corp., and Banc One Securities Corporation. He has worked in various roles, including a Registered Representative, Financial Consultant, and Associate Financial Consultant. In addition to his financial services career, Michael also operates an online outdoor sporting goods retailer part-time.
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
AZ
06/08/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
09/07/2007 - 03/27/2009
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
10/02/2006 - 10/15/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
AZ
07/06/2005 - 02/03/2006
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
IL
03/18/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 05/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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