Michele DavisCRD Number: 5117993
Current Firm: Charles Schwab & Company, Inc.
Michele Davis (CRD# 5117993) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orland Park, IL and has over 3 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Highpoint Planning Partners
Securities America Advisors, Inc.
|Charles Schwab & Company, Inc.||Orland Park, IL||May 2019 - Current||3|
|Charles Schwab Bank||Orlando Park, IL||May 2019 - Current||3|
|Dws Investments Distributors, Inc.||Chicago, IL||Apr 2014 - May 2019||5|
|Cetera Financial Specialists LLC||Schaumburg, IL||Apr 2009 - Apr 2014||5|
|Cetera Investment Advisers LLC||Schaumburg, IL||Apr 2009 - Apr 2014||5|
|Benjamin & Birkenstein, Pc||Chicago, IL||Feb 2012 - Apr 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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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