Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Palermo is a registered investment advisor representative with Charles Schwab & Co., Inc. in Phoenix, Arizona. Michelle has been in the securities industry since June 27, 2001. Michelle has passed several industry exams, including the Series 63, Series 66, Series 7, and Series 99TO. Michelle is also a registered Investment Advisor in both Arizona and California. Michelle has held previous positions with TD Ameritrade, Inc. and Chase Investment Services Corp. Michelle's specializations include working with individuals and families, providing financial planning advice, and referring clients to 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
AZ
05/31/2006 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NE
11/11/2020 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
AZ
07/06/2005 - 05/05/2006
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
IL
01/28/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
12/03/2004 - 06/24/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
11/15/2000 - 07/11/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 03/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 12/12/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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