Michael Wytiaz, financial advisor Scottsdale AZ
71 score

Michael Wytiaz

CRD Number: 1080034
Current Firm: Charles Schwab & Company, Inc.

Michael Wytiaz (CRD# 1080034) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Scottsdale, AZ and has over 34 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.

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Professional Designations
Company Name Location Dates Years
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 6
Reassure America Life Insurance Company Nashville, TN Feb 1996 - Current 22
Jackson National Life Insurance Company Lansing, MI Dec 1995 - Current 22
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
Disclosure Information

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:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael S. Wytiaz
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • 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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BADGES
71

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