Unclaimed
Michael Hall is a financial professional registered with Charles Schwab & CO., Inc.. Michael has been in the industry since June 20, 2019 and is currently registered with the state of Texas as a licensed agent. Michael holds licenses Series 7TO, SIE, and Series 63. Michael's professional experience is focused on providing financial planning and investment advice to individual clients.
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
06/21/2019 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BC
Issued 07/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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