Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Steven Debord is a registered investment advisor representative associated with Charles Schwab & Co., Inc. Michael has been in the industry for over 10 years. Michael has earned the Series 3, 4, 7, 9, 10, 24, 63 and 66 securities licenses. Michael has also earned the SIE and Series 99TO. Michael is a financial planner and has been with Charles Schwab since 2018. Prior to joining Charles Schwab, Michael was associated with TD Ameritrade, Inc. and Scottrade, Inc.
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
1
2
CO
07/22/2019 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
11/10/2022 - 07/29/2024
TD AMERITRADE, INC. (Lone Tree CO)
CO
05/27/2013 - 03/09/2018
SCOTTRADE, INC. (WESTMINSTER CO)
BOTH
Issued 07/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2019
Series 4 - Registered Options Principal Examination
BC
Issued 02/27/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/12/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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