Michelle Schwab (CRD# 3153160) is an Investment Advisor Representative working at Western International Securities in Pasadena, CA and has over 17 years of experience in the finance industry.
CRD# 6093393
Equalis Financial
Score
106
CRD# 2753945
Fried Asset Management, Inc.
Score
104
CRD# 4266581
Dash Investments
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Western International Securities, Inc. | Pasadena, CA | Dec 2010 - Current | 7 |
| Unemployed | Montrose, CA | Sep 2010 - Dec 2010 | < 1 |
| Mml Investors Services, Inc. | Birmingham, AL | Jul 2004 - Sep 2010 | 6 |
| Massmutual | Birmingham, AL | Jun 2004 - Sep 2010 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2001 |
- CA
-
Total Assets Under Management971MILLIONS
-
Total Number of Accounts5,000ACCOUNTS
-
Average Account Value$194,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
WY
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