Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wytiaz is a financial advisor with Charles Schwab & CO., INC. and has been in the industry since 1983. Michael has been registered with FINRA since 1996, and is also registered as an Investment Advisor Representative in Florida. Michael is a Certified Financial Planner and can provide financial planning services. He can also provide investment advisory and referral services. Michael has experience providing financial advice to a wide range of clients, including individuals, high-net-worth individuals, and corporations.
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
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)
BOTH
Issued 4/23/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 2/1/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/3/1983
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 5/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 7/18/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/1/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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