Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sondag is a financial professional with over 15 years of experience in the industry. Michael is currently registered with Charles Schwab & Co., Inc. and is licensed in all 50 states and the District of Columbia. Michael's previous experience includes working for TD Ameritrade, Inc. Michael is a Series 7 and Series 63 licensed representative. Michael specializes in Financial Planning and portfolio management for individuals and small businesses.
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
NE
05/26/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
04/17/2008 - 05/26/2023
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 04/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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