Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Buljung is a financial advisor with over 7 years of experience. Melissa has been registered with Charles Schwab & CO., Inc. since 2020. Prior to that, Melissa worked at USAA FINANCIAL ADVISORS, INC. in Colorado Springs, CO. Melissa holds the Series 63, Series 65, Series 7, Series 10, Series 24, Series 51, and SIE licenses. Melissa is registered to provide investment advice in 51 states and the District of Columbia. Melissa has a specializations in Portfolio Management for Individuals and Financial Planning 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
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2
CO
05/23/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
09/09/2013 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
IA
Issued 05/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/01/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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