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Michelle Christine Gonzalez

Charles Schwab & CO., Inc.

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About Michelle Christine Gonzalez

Michelle Christine Gonzalez is a financial professional with over 10 years of experience in the industry. Michelle is currently registered with Charles Schwab & Co., Inc. in Marlton, NJ. She has a Series 6, Series 7, and Series 63 license, as well as the SIE exam. Previously, Michelle was a registered representative with HSBC Securities (USA) Inc. and UnionBanc Investment Services, LLC in California. Michelle has a broad range of experience in the financial industry, providing financial advice to a variety of clients.

Firm Information

Michelle Gonzalez 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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Michelle Gonzalez’s Registration & Firm History

NJ

08/09/2022 - Present

Charles Schwab & CO., Inc. (Marlton NJ)

CA

11/21/2019 - 02/04/2022

HSBC SECURITIES (USA) INC. (TORRANCE CA)

CA

01/07/2013 - 10/02/2019

UNIONBANC INVESTMENT SERVICES, LLC (BELLFLOWER CA)

CA

04/20/2012 - 11/19/2012

CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)

CA

02/22/2012 - 04/04/2012

UNIONBANC INVESTMENT SERVICES, LLC (BUENA PARK CA)

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Licenses & Designations

BC

Issued 03/05/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2017

Series 7 - General Securities Representative Examination

BC

Issued 02/21/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michelle Christine Gonzalez.
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