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Michele Denise Kuljis

Charles Schwab & CO., Inc.

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About Michele Denise Kuljis

Michele Kuljis is a financial advisor with over 25 years of experience in the industry. Michele is currently registered with Charles Schwab & CO., Inc. and has held previous roles with Piper Jaffray & Co., McDonald Investments Inc., and Prudential Securities Incorporated. Michele has a strong track record of providing investment advice to individuals and businesses. Michele holds the Series 63, Series 7 and SIE licenses. Michele specializes in helping clients with financial planning, investment advice, and selection of other advisors.

Firm Information

Michele Kuljis 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 Kuljis’s Registration & Firm History

AZ

01/18/2008 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

AZ

04/14/2005 - 02/13/2006

PIPER JAFFRAY & CO. (SCOTTSDALE AZ)

OH

09/25/2002 - 04/16/2004

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

TX

09/30/1996 - 01/10/2002

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

04/23/1996 - 09/10/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

TX

01/12/1994 - 01/16/1996

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 01/26/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/1994

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 Denise Kuljis.
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