Michelle Schwab (CRD# 3153160) is an Investment Advisor Representative working at Western International Securities in Pasadena, CA and has over 16 years of experience in the finance industry.
CRD# 2753945
Fried Asset Management, Inc.
Score
104
CRD# 4266581
Dash Investments
Score
103
CRD# 2477484
Ira Wealth Management
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Western International Securities, Inc. | Pasadena, CA | Dec 2010 - Current | 6 |
| 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
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Total Assets Under Management900MILLIONS
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Total Number of Accounts3,400ACCOUNTS
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Average Account Value$264,706
- 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)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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