Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gerard Schmidt is a financial advisor at Edward Jones. Michael has been in the financial services industry since 1994. Michael is registered with the state of North Carolina and Texas, and holds a Series 63, 65, 7, 31, 4 and 8 licenses. Michael is also a CERTIFIED FINANCIAL PLANNER™. Michael has a history of working at other financial institutions, including H&R BLOCK FINANCIAL ADVISORS, INC. and QUICK & REILLY, INC.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
08/22/2014 - Present
Edward Jones (CHARLOTTE NC)
NC
12/17/2004 - 10/10/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (CHARLOTTE NC)
MO
06/26/2000 - 12/14/2004
EDWARD JONES (ST. LOUIS MO)
NY
12/05/1994 - 07/20/2000
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 06/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/01/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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