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Melissa Margaret Karwoski

Charles Schwab & CO., Inc.

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About Melissa Margaret Karwoski

Melissa Karwoski is a financial advisor with Charles Schwab & CO., Inc., located in Bridgewater, NJ. Melissa has been in the financial industry since 2008 and has a Series 7, Series 66 and SIE license. Melissa is registered to provide investment advice in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Wisconsin. Prior to joining Charles Schwab & CO., Inc., Melissa was a financial advisor with Prudential Investment Management Services LLC, Millington Securities, Inc. and BlackRock Investments, LLC.

Firm Information

Melissa Karwoski is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Melissa Karwoski’s Registration & Firm History

NJ

06/14/2021 - Present

Charles Schwab & CO., Inc. (Bridgewater NJ)

NJ

09/28/2016 - 05/24/2021

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NJ

07/24/2015 - 08/15/2016

MILLINGTON SECURITIES, INC. (RED BANK NJ)

NJ

06/06/2008 - 06/25/2015

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 12/29/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Melissa Margaret Karwoski.
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