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Michael Stephen Wytiaz

Charles Schwab & CO., Inc.

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About Michael Stephen Wytiaz

Michael Stephen Wytiaz is a financial advisor with Charles Schwab & CO., Inc. Michael has over 39 years of experience in the financial services industry. Michael is registered to provide investment advice in 48 states and is also a registered representative with FINRA. Michael is a Certified Financial Planner. Michael is also a Managing Member of BIG HAMMER OF FLORIDA, LLC and President of Stanle Corp. Michael has previously been employed by a variety of firms including Touchstone Securities, Inc., Nationwide Investment Services Corporation, Lincoln Financial Distributors, Inc. , Delaware Distributors, L.P., CUNA Brokerage Services, Inc., Mutual Service Corporation, The Advisors Group, Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, Calvert Securities Corporation, and MONY Securities Corp.

Firm Information

Michael Wytiaz is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Michael Wytiaz’s Registration & Firm History

FL

01/11/2022 - Present

Charles Schwab & CO., Inc. (Orlando FL)

OH

09/10/2008 - 02/09/2012

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

FL

07/30/2002 - 09/09/2008

NATIONWIDE INVESTMENT SERVICES CORPORATION (WINDERMERE FL)

PA

12/31/2000 - 07/19/2002

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

PA

12/14/2000 - 12/31/2000

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

OH

06/30/1999 - 10/24/2000

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

IA

12/09/1997 - 06/11/1999

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

MA

09/03/1997 - 11/17/1997

MUTUAL SERVICE CORPORATION (BOSTON MA)

MD

01/02/1996 - 07/23/1997

THE ADVISORS GROUP, INC. (BETHESDA MD)

MA

08/19/1991 - 01/16/1996

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

08/19/1991 - 01/16/1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

MD

11/22/1989 - 07/26/1991

CALVERT SECURITIES CORPORATION (BETHESDA MD)

NY

12/02/1982 - 11/01/1989

MONY SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/23/2012

Series 66 - Uniform Combined State Law Examination

IA

Issued 02/01/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/20/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/30/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/29/1996

Series 24 - General Securities Principal Examination

BC

Issued 07/18/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/1996

Series 7 - General Securities Representative Examination

BC

Issued 12/01/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Michael Stephen Wytiaz. Review regulatory record here.
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