Melissa Witbeck, financial advisor Irvine CA
93 score

Melissa Witbeck

CRD Number: 5361310
Current Firm: Td Ameritrade, Inc.

Melissa Witbeck (CRD# 5361310) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Irvine, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Td Ameritrade Beverly Hills, CA Dec 2010 - Current 7
Montrose Travel Montrose, CA Oct 2009 - Dec 2010 1
Unemployed Simi Valley, CA Feb 2009 - Oct 2009 < 1
Fidelity Woodland Hills, CA Jun 2007 - Feb 2009 1
California Lutheran University Thousand Oaks, CA Mar 2006 - May 2007 1
California Lutheran University Thousand Oaks, CA Aug 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Melissa M. Witbeck
Phone Number: (800) 669-3900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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