Unclaimed
Michael Zarembski is a financial professional with over 17 years of experience in the industry. Michael is currently registered with Charles Schwab & Co., Inc. and is based in Westlake, TX. Michael is also licensed as a Series 4, 7, 9, 10, 24, and 63 registered representative. Prior to joining Charles Schwab & Co., Inc., Michael worked at OPTIONSXPRESS, INC. and TD WATERHOUSE INVESTOR SERVICES, INC. Michael is dedicated to providing clients with personalized financial advice and guidance.
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
1
2
TX
09/07/2017 - Present
Charles Schwab & CO., Inc. (Westlake TX)
IL
02/14/2008 - 11/10/2017
OPTIONSXPRESS, INC. (CHICAGO IL)
IL
09/25/2007 - 10/16/2007
OPTIONSXPRESS, INC. (CHICAGO IL)
NE
10/28/1999 - 08/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 05/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/25/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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