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Michele Ann Davis

Charles Schwab & CO., Inc.

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About Michele Ann Davis

Michele Davis is a financial advisor with over 15 years of experience in the financial services industry. Michele is currently registered with Charles Schwab & CO., Inc. and has previously worked with DWS DISTRIBUTORS, INC., CETERA FINANCIAL SPECIALISTS LLC and AXA ADVISORS, LLC. Michele is licensed to provide investment advice in several states, including Illinois, Florida, Arizona, California, Indiana, Kentucky, Michigan, Minnesota, New Mexico, North Carolina, Ohio, South Carolina, Texas, Washington and Wisconsin. Michele holds Series 7, Series 24, and Series 66 securities licenses.

Firm Information

Michele Davis is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Michele Davis’s Registration & Firm History

IL

06/04/2019 - Present

Charles Schwab & CO., Inc. (Orland Park IL)

IL

04/24/2014 - 04/16/2019

DWS DISTRIBUTORS, INC. (CHICAGO IL)

IL

05/07/2009 - 04/08/2014

CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)

IL

11/06/2006 - 05/12/2009

AXA ADVISORS, LLC (OAK BROOK IL)

IL

07/06/2006 - 10/24/2006

AMERIPRISE FINANCIAL SERVICES, INC. (TINLEY PARK IL)

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Licenses & Designations

BOTH

Issued 06/04/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michele Ann Davis.
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