Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Villanueva is a financial advisor with Charles Schwab & Co., Inc. Michael has been in the securities industry for over 3 years. Michael holds the Series 7TO and Series 66 licenses. Michael is also registered as an investment advisor in the state of Texas. Michael is a Chartered Financial Consultant. Michael has experience in the financial services industry and a background in the military.
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
10/25/2023 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
03/13/2020 - 10/20/2023
FIRST COMMAND BROKERAGE SERVICES, INC. (KILLEEN TX)
BOTH
Issued 06/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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