Michele Davis, financial advisor Orland Park IL

Michele Davis

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Michele A. Davis
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • IL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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