Michael WytiazCRD Number: 1080034
Current Firm: Charles Schwab & Company, Inc.
Michael Wytiaz (CRD# 1080034) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 33 years of experience in the finance industry. Michael Wytiaz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|S2ee Corporation||Orlando, FL||Jul 2015 - Current||2|
|Stanle Corporation||Orlando, FL||May 2012 - Current||5|
|Charles Schwab & Company, Inc.||Orlando, FL||Mar 2012 - Current||5|
|Reassure America Life Insurance Company||Nashville, TN||Feb 1996 - Current||21|
|Jackson National Life Insurance Company||Lansing, MI||Dec 1995 - Current||21|
|Touchstone Securities||Cincinnati, OH||Sep 2008 - Feb 2012||3|
|Nationwide Investment Services||Columbus, OH||Jul 2002 - Sep 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Employer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- 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, MA, 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
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