linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Melanie Michelle Thorburg

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Melanie? Claim Your Profile

About Melanie Michelle Thorburg

Melanie Michelle Thorburg is a financial professional with experience in the securities industry. Melanie has been registered with the Financial Industry Regulatory Authority (FINRA) since July 2022. She currently holds Series 63, 10, 9, 7TO, and SIE licenses. Melanie is affiliated with Charles Schwab & Co., Inc. and is located in St. Louis, Missouri. Melanie is registered to offer securities in 51 states, as well as the District of Columbia. She has previously been employed by TD Ameritrade, Inc.

Firm Information

Melanie Thorburg is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Melanie Thorburg’s Registration & Firm History

MO

07/17/2023 - Present

Charles Schwab & CO., Inc. (St Louis MO)

MO

07/26/2022 - 05/19/2024

TD AMERITRADE, INC. (St. Louis MO)

Not sure if Melanie Michelle Thorburg is right for you?

Licenses & Designations

BC

Issued 08/09/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/2024

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/18/2024

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Melanie Michelle Thorburg.
Not sure if Melanie Michelle Thorburg is right for you?