Michael Federle (CRD# 6068781) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Liberty Township, OH and has over 10 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Liberty Township, OH | Nov 2017 - Current | 6 |
| Scottrade | Columbus, OH | Jun 2016 - Nov 2017 | 1 |
| Fifth Third Bank | Cincinnati, OH | Aug 2015 - Apr 2016 | < 1 |
| Fidelity Brokerage Services, LLC | Covington, KY | Jul 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- OH
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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