Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Aquino is an investment advisor representative with Schwab Wealth Advisory, Inc. Michelle has been in the financial services industry since March 2014. Michelle has experience providing financial planning, portfolio management services for individuals and businesses. Michelle holds FINRA series 7 and 66 licenses and is a Certified Financial Planner. Michelle is also a registered insurance agent.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
CA
03/26/2024 - Present
Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)
VA
03/03/2014 - 07/18/2022
CHARLES SCHWAB & CO., INC. (Arlington VA)
BOTH
Issued 04/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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