Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Oconnell is a financial advisor at Schwab Wealth Advisory, Inc.. Melissa has been in the financial services industry since January 22, 2012. Melissa is registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 6, Series 63, and Series 66 license. Melissa is also registered with the Financial Industry Regulatory Authority (FINRA). Melissa has worked at several firms in the past including J.P. MORGAN SECURITIES LLC and David A. Noyes & Company. Melissa currently works at the Indianapolis, IN branch office of Schwab Wealth Advisory, Inc..
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
06/03/2021 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
IN
11/21/2018 - 02/19/2021
J.P. MORGAN SECURITIES LLC (GREENFIELD IN)
IN
08/17/2017 - 11/26/2018
DAVID A. NOYES & COMPANY (Indianapolis IN)
IN
02/17/2014 - 11/30/2016
1ST GLOBAL CAPITAL CORP. (INDIANAPOLIS IN)
IN
07/17/2007 - 07/30/2010
FIFTH THIRD SECURITIES, INC. (VALPARAISO IN)
BOTH
Issued 03/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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