Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Maniscalco is a registered investment advisor representative of Charles Schwab & CO., Inc. Michael has been in the securities industry since June 7, 2002. Michael is registered with the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and the state of Pennsylvania. Michael has also passed the Series 6, 7, and 63 exams. In addition to being an investment advisor representative, Michael is also a registered representative with Charles Schwab & Co., Inc. Michael has been with Charles Schwab & Co., Inc. since December 2008 and has been with Charles Schwab Bank, SSB since December 2008. Michael is also a registered investment advisor representative with Charles Schwab & Co., Inc. in Texas.
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
PA
01/02/2019 - Present
Charles Schwab & CO., Inc. (Wayne PA)
PA
05/22/2007 - 10/23/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
07/25/2006 - 05/14/2007
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
TX
11/28/2003 - 08/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
09/14/2000 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
PA
02/16/1999 - 06/12/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 09/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2000
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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