Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Medved is a financial professional who has been in the industry since September 2022. Melanie is currently registered with Charles Schwab & Co., Inc. and has been with the firm since May 2024. Previously, Melanie was with TD AMERITRADE, INC. from September 2022 to May 2024. Melanie holds the Series 63, Series 7TO, and SIE licenses. Melanie is registered in 53 states and has a total of 2 SRO registrations. Melanie has a strong focus on providing financial planning and selection of other advisors services.
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
1
2
MO
05/10/2024 - Present
Charles Schwab & CO., Inc. (St Louis MO)
MO
09/16/2022 - 05/10/2024
TD AMERITRADE, INC. (St. Louis MO)
BC
Issued 09/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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