Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Theresa Crawford is a financial professional with over 20 years of experience in the industry. Melinda has been registered with Charles Schwab & Co., Inc. since 2008, and has held several roles during her tenure. Melinda holds licenses Series 63, Series 7 and SIE. Melinda's current role at Charles Schwab & Co., Inc. is located in the Richfield branch office in Ohio. Melinda specializes in a variety of financial services, including financial planning, selection of other advisors, and wrap fee programs.
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
OH
01/01/2008 - Present
Charles Schwab & CO., Inc. (Richfield OH)
TX
05/08/1998 - 12/20/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 08/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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