Unclaimed
Melvyn Laddie Schramek is a financial professional with over 50 years of experience in the industry. Melvyn is a registered representative with Momentum Independent Network Inc. Melvyn is licensed to provide financial services in multiple states, including California, Colorado, Idaho, New Mexico, North Carolina, Pennsylvania, South Carolina, Texas, Wisconsin, and Wyoming.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
NM
01/05/2010 - Present
Momentum Independent Network Inc. (ALBUQUERQUE NM)
NM
07/13/1998 - 12/31/2009
SOUTHWEST SECURITIES, INC. (ALBUQUERQUE NM)
NY
03/02/1998 - 07/02/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NA
07/13/1976 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC.
TX
03/29/1974 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
08/01/1974 - 08/06/1976
A. G. EDWARDS & SONS, INC.
NA
11/18/1970 - 03/29/1974
RAUSCHER PIERCE SECURITIES CORPORATION
NA
09/17/1969 - 11/02/1973
RAUSCHER PIERCE SECURITIES CORPORATION
BC
Issued 06/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/1974
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 05/28/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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