Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Eastwood is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Charles Schwab & Co., Inc. and is located in Lone Tree, CO. Michael has a Series 6, 7 and 63 license and is also a SIE exam holder. Previously, Michael has worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, TEACHERS PERSONAL INVESTORS SERVICES, INC. and ONE ORCHARD EQUITIES, INC. Michael specializes in providing financial planning and selection of other advisors.
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
08/01/2017 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
07/21/2011 - 10/16/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
08/22/2005 - 07/21/2011
TEACHERS PERSONAL INVESTORS SERVICES, INC. (DENVER CO)
CO
03/08/2007 - 02/18/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
NY
09/26/2000 - 09/22/2005
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
CO
12/07/1999 - 10/19/2000
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 10/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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