Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Marlene Witbeck is a financial advisor with over 15 years of experience in the financial services industry. Melissa is currently registered with Charles Schwab & CO., Inc. Melissa has previously worked at TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Melissa has a wide range of experience in the financial services industry, including investment advisory, securities trading, and financial planning. Melissa holds the following licenses: Series 7, Series 9, Series 10, Series 24, Series 63, and Series 66. Melissa is also a registered Investment Advisor in Texas. Melissa is committed to providing her clients with personalized financial advice and guidance.
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
TX
09/08/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
01/21/2011 - 05/11/2024
TD AMERITRADE, INC. (WestLake TX)
CA
10/23/2007 - 02/13/2009
FIDELITY BROKERAGE SERVICES LLC (WOODLAND HILLS CA)
BOTH
Issued 08/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/10/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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