Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Nicole Stitt is a financial advisor with Charles Schwab & Co., Inc. with over two years of experience in the industry. Melissa is registered in 51 states and the District of Columbia as a broker. She also holds the Series 7, Series 66 and SIE licenses. Melissa has her CFP® designation. Melissa works with a variety of clients, including individuals, high-net-worth individuals, corporations, and trusts. Melissa provides financial planning, investment advisory services, and portfolio management services. She is committed to helping her clients achieve their financial goals.
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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CO
06/28/2021 - Present
Charles Schwab & CO., Inc. (Denver CO)
BOTH
Issued 6/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/4/2021
Series 7TO - General Securities Representative Examination
BC
Issued 4/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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