Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Montenegro is a registered representative with Charles Schwab & CO., Inc. in New York. Michael has been in the securities industry for over 10 years. Michael has passed the Uniform Combined State Law Examination, which is required for registration as a securities representative in New York. Michael is a specialist in both financial planning and selection of other advisors.
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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NY
12/02/2024 - Present
Charles Schwab & CO., Inc. (New York City NY)
Active
Inactive
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