Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Durr is an investment advisor representative with Charles Schwab & CO., Inc. Michael has been in the financial services industry since 2017 and has a Series 7, 63, and 65 license. Michael is also a registered investment advisor in the state of Indiana. Michael's areas of specialization are financial planning and portfolio management. Michael is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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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2
IN
08/05/2024 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IA
Issued 08/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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