Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stolp is a financial advisor with Charles Schwab & Co., Inc. based in Lone Tree, CO. Michael has been in the industry since 1999 and is registered as a registered representative (RR) and investment advisor representative (IAR). Michael has a wide range of experience in the financial services industry, including working with Liberty Funds Distributor, Inc. before joining Charles Schwab. Michael has a strong track record of success in helping clients achieve their financial goals. Michael has been registered with FINRA and the Securities and Exchange Commission (SEC) since 2018. Michael specializes in financial planning and portfolio management, including asset based fees for wrap programs and subscription pricing for financial planning.
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
CO
01/19/2018 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
MA
02/16/1999 - 05/01/2000
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BOTH
Issued 02/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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