Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ceccherelli is a financial advisor currently registered with Charles Schwab & CO., Inc. in Mount Kisco, NY. Michael has been in the securities industry since 2019 and is licensed to provide investment advisory services in New York. Michael has a strong background in the industry, with previous experience at MORGAN STANLEY, E*TRADE SECURITIES LLC, and Dillon Hill Capital LLC. Michael's expertise includes providing financial planning services.
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
NY
02/21/2024 - Present
Charles Schwab & CO., Inc. (Mt Kisco NY)
NY
01/23/2023 - 02/15/2024
MORGAN STANLEY (Melville NY)
NY
04/12/2022 - 09/05/2023
E*TRADE SECURITIES LLC (New York NY)
BOTH
Issued 08/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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