Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andreas? Claim Your ProfileAndreas Melzer is a financial advisor with Charles Schwab & CO., Inc., based in San Diego, CA. Andreas has over 8 years of experience in the financial services industry. Prior to joining Charles Schwab, Andreas worked for TD Ameritrade, Inc. and AXA Advisors, LLC. Andreas holds a Series 66, Series 7, and SIE license. Andreas specializes in Financial Planning and Selection of Other Advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
04/01/2022 - Present
Charles Schwab & CO., Inc. (San Diego CA)
CA
04/27/2018 - 04/01/2022
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
06/16/2017 - 01/09/2018
AXA ADVISORS, LLC (SAN DIEGO CA)
CA
08/13/2014 - 12/02/2016
MORGAN STANLEY (Irvine CA)
BOTH
Issued 08/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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