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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mealy is a financial advisor with Charles Schwab & CO., Inc. located in Pensacola, Florida. Michael has been in the industry since 1994 and has a wealth of experience serving clients. Michael is registered as a Registered Representative and Investment Advisor Representative in Florida. Michael has earned several professional designations including Series 63, Series 65, Series 7, and Series 8, 9, and 10. Michael is passionate about helping clients achieve their financial goals and providing comprehensive financial planning services. Michael is committed to providing personalized 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
FL
07/19/2024 - Present
Charles Schwab & CO., Inc. (Tampa FL)
FL
05/26/2005 - 01/08/2024
CHARLES SCHWAB & CO., INC. (Pensacola FL)
AL
03/17/2005 - 05/04/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
TX
09/18/1995 - 01/06/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/13/1993 - 08/29/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1993
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 03/14/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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