Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Conticello is a financial professional with over 15 years of experience in the industry. Michael has a wide range of experience in the financial services industry, having worked at several prominent firms, including TD Ameritrade Clearing, Inc., ScotTrade, Inc., E*TRADE Clearing LLC, Morgan Stanley & Co. Incorporated, and The Jeffrey Matthews Financial Group, L.L.C.. Michael is currently registered with Charles Schwab & CO., Inc. and provides financial services to clients in the Westlake, Texas area.
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
TX
03/16/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/23/2013 - 03/16/2021
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
MO
09/20/2017 - 09/10/2018
SCOTTRADE, INC. (ST. LOUIS MO)
NJ
06/29/2010 - 09/17/2012
E*TRADE CLEARING LLC (JERSEY CITY NJ)
NY
06/30/2008 - 07/02/2010
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NJ
03/24/2008 - 05/21/2008
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. (MILLBURN NJ)
NY
04/16/2001 - 01/17/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
05/12/2000 - 02/06/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 11/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2000
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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