Unclaimed
Melissa Rush is an investment advisor representative at Charles Schwab & CO., Inc. in Omaha, Nebraska. Melissa has been in the industry since June 25, 2012. Melissa is registered in Nebraska as both a broker-dealer and an investment advisor. Prior to joining Charles Schwab & CO., Inc., Melissa worked at TD Ameritrade, Inc. in Omaha, Nebraska.
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
1
2
NE
12/05/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
06/26/2012 - 12/31/2022
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 07/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Melissa Rush is the right advisor for you? Invested Better is here to help.