Michelle Renee Palermo

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Rousey Farms
  Scottsdale, AZ
• 11/2020 → 05/2024
  Td Ameritrade, Inc.
  Phoenix, AZ
• 05/2006 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2020-11-20 → 2022-10-14
  Td Ameritrade, Inc.
  Phoenix, AZ
  Omaha, NE
  Westlake, TX
• 2006-03-28 → 2006-05-05
  Chase Investment Services Corp.
  Chicago, IL
  Scottsdale, AZ

Other Businesses

ROUSEY FARMS, SCOTTSDALE, ARIZONA, NOT INVESTMENT RELATED, 04/01/2016, OWNER, FAMILY FARM LAND RENTED TO FARMERS, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS. Start Date = 10-02-20| BPWA-AZ Ownership LLC| Trustee| Phoenix, AZ| Hours/Month = Less than 20| This is for my husband's business and is in our trust name. I don't own the business, it is in my husband's name. For estate purposes, I was added on the trust as a co-trustee.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-20
• S63 Uniform Securities Agent State Law Examination
  2001-01-05

Other Names

• Michelle R Rousey
• Michelle Renee Rousey