Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Easton is a financial advisor with over 20 years of experience in the financial services industry. Michelle is currently registered with Charles Schwab & Co., Inc. in Texas, and her career has included positions at USAA and USAA Investment Management Company. Michelle's designations include Certified Financial Planner and Chartered Financial Consultant. Michelle provides financial planning services, and also assists clients with the 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
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2
CO
01/23/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
06/19/2014 - 03/17/2017
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
01/15/2014 - 06/20/2014
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
01/07/2004 - 02/11/2014
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
04/29/1997 - 12/31/2003
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NJ
06/29/1995 - 04/25/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 01/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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