Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Juarez is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Charles Schwab & Co., Inc. and has been active in the industry since July 16, 2001. Michael has experience with USAA Financial Advisors, Inc. and AllianceBernstein Investments, Inc. Prior to joining Charles Schwab & Co., Inc., Michael was a financial advisor for USAA Financial Advisors, Inc. where they worked from July 21, 2008 to May 24, 2020. Before that, they were a financial advisor for AllianceBernstein Investments, Inc. from September 22, 1999 to September 25, 2006. Michael holds several securities licenses, including Series 6, 7, and 66. They have also passed the Securities Industry Essentials Examination (SIE). Michael offers various financial services, including financial planning and selection of other advisors. They have a wide range of experience in providing financial advice to individuals and families.
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
05/23/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
07/21/2008 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/22/1999 - 09/25/2006
ALLIANCEBERNSTEIN INVESTMENTS, INC. (SAN ANTONIO TX)
BOTH
Issued 08/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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