Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Molina is a registered representative and investment advisor representative with Schwab Wealth Advisory, Inc. Miguel is licensed in 51 states and the District of Columbia. Miguel has been in the securities industry since 2018. The firm is based in San Francisco, California. Schwab Wealth Advisory, Inc. has approximately 141,801 clients.
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.
1
2
AZ
08/15/2024 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
BOTH
Issued 03/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/25/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Miguel Molina is the right advisor for you? Invested Better is here to help.
