Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melyssa? Claim Your ProfileMelyssa Cantu-matkovich is a registered investment advisor representative with Charles Schwab & CO., Inc. Melyssa has been in the industry since January 30, 2003, and has experience with a variety of firms, including TD Ameritrade, Inc., Waddell & Reed, and SWS Financial Services. Melyssa is licensed to provide investment advisory services in the state of Texas. Melyssa offers a range of services, including financial planning, portfolio management, and investment advisory services.
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
TX
10/05/2022 - Present
Charles Schwab & CO., Inc. (Mansfield TX)
TX
09/24/2018 - 05/19/2024
TD AMERITRADE, INC. (Southlake TX)
TX
02/15/2011 - 03/19/2018
WADDELL & REED (SOUTHLAKE TX)
TX
09/11/2009 - 12/03/2010
SWS FINANCIAL SERVICES (MANSFIELD TX)
TX
01/19/2007 - 05/14/2008
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (MANSFIELD TX)
IL
01/21/2005 - 09/18/2006
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
02/20/2004 - 01/21/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
11/22/2000 - 12/09/2003
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
BOTH
Issued 03/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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