Unclaimed
Michael Bruskof is a financial advisor with over 25 years of experience in the financial industry. Michael is currently registered with Charles Schwab & Co., Inc. In the past, Michael has also been affiliated with OPTIONSXPRESS, INC., Schwab Capital Markets L.P., and Cowen & Co. Michael holds a variety of licenses including Series 3, 7, 8, 9, 10, 55, 57TO, and 63. Michael is dedicated to providing his clients with comprehensive 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
NJ
03/22/2007 - Present
Charles Schwab & CO., Inc. (Millburn NJ)
NJ
09/04/2012 - 11/14/2017
OPTIONSXPRESS, INC. (MILLBURN NJ)
TX
05/10/2004 - 03/09/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CT
10/01/1997 - 12/31/2002
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
TX
05/12/1995 - 05/15/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
09/23/1993 - 05/26/1995
COWEN & CO. (NEW YORK NY)
BC
Issued 01/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2012
Series 3 - National Commodity Futures Examination
BC
Issued 11/13/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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