Meredith WituckiCRD Number: 6310561
Current Firm: Charles Schwab & Company, Inc.
Meredith Witucki (CRD# 6310561) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Medford, OR and has over 3 years of experience in the finance industry.
Oregon Pacific Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
Cetera Advisor Networks LLC
|Charles Schwab & Company, Inc.||Medford, OR||Apr 2015 - Current||2|
|Charles Schwab Bank||Medford, OR||Apr 2015 - Current||2|
|Edward Jones||St Louis, MO||Mar 2014 - Mar 2015||1|
|Independent Contractor||Denver, CO||Nov 2009 - Mar 2014||4|
|Grubb & Ellis | Catalyst||Bozeman, MT||Jan 2010 - Oct 2011||1|
|Prologis||Denver, CO||Jun 2008 - Oct 2009||1|
|Lasalle Investment Management||Denver, CO||Jun 2006 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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