Michael Perk Asuncion Navarro

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

• 07/1998 → 07/2022
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2021 → 07/2022
  Charles Schwab Bank, Ssb
  Phoenix, AZ
• 08/2021 → 07/2022
  Charles Schwab Premiere Bank
  Phoenix, AZ
• 08/2021 → 07/2022
  Charles Schwab Trust Bank
  Phoenix, AZ
• 08/2023 → Present
  Charles Schwab & Co, Inc
  Phoenix, AZ
• 07/2022 → 08/2023
  N/A
  Phoenix, AZ

Previous Registrations

• 2008-07-22 → 2022-08-26
  Charles Schwab & Co., Inc.
  San Francisco, CA
  San Francisco, CA
  Pleasanton, CA
  Castro Valley, CA
  San Francisco, CA
  San Francisco, CA
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2008-07-11
• S63 Uniform Securities Agent State Law Examination
  2001-02-28

Other Names

• Michael Perkasuncion Navarro
• Michael Asuncion Navarro
• Michael Navarro
• Michaelperk Asuncion Navarro