Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Drago is a registered representative with Charles Schwab & Co., Inc. in Sunnyvale, California. Melissa has been in the industry for over 20 years and has experience in various financial services roles. Melissa is licensed to provide investment advice and securities transactions in multiple states. Melissa has held previous positions at TD AMERITRADE, INC., SCOTTRADE, INC., CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES. Melissa provides financial planning and investment management services for individual 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
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2
CA
10/06/2021 - Present
Charles Schwab & CO., Inc. (Sunnyvale CA)
CA
02/26/2018 - 05/19/2024
TD AMERITRADE, INC. (Cupertino CA)
CA
12/23/2016 - 02/26/2018
SCOTTRADE, INC. (SAN JOSE CA)
CA
05/29/2007 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (SUNNYVALE CA)
TX
08/19/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 05/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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