Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Strickland is a financial advisor with Charles Schwab & Co., Inc. Melanie has been in the financial services industry since 1996. She holds multiple licenses and has experience working with various clients. Melanie is registered in 53 states and the District of Columbia, and she has worked for several firms, including Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Melanie's experience with these firms allows her to provide a range of services to clients.
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
FL
01/02/2025 - Present
Charles Schwab & CO., Inc. (Orlando FL)
FL
11/01/2011 - 07/31/2012
WELLS FARGO ADVISORS, LLC (VERO BEACH FL)
FL
06/01/2009 - 08/17/2011
MORGAN STANLEY SMITH BARNEY (WINTER PARK FL)
FL
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ORLANDO FL)
MD
07/30/1996 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 09/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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