Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sharpe is a financial advisor with Schwab Wealth Advisory, Inc. based in Indianapolis, Indiana. Michael has been in the financial services industry since 2021. Michael Sharpe holds the Series 7TO, Series 66, and SIE licenses. Michael is a CERTIFIED FINANCIAL PLANNER™. Michael is currently registered with Schwab Wealth Advisory, Inc. in Illinois and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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CA
03/15/2022 - Present
Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)
IN
08/10/2021 - 10/19/2021
LINCOLN INVESTMENT (Carmel IN)
BOTH
Issued 03/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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