Meredith Witucki, financial advisor Medford OR
88 score

Meredith Witucki

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Medford, OR Apr 2015 - Current 1
Charles Schwab Bank Medford, OR Apr 2015 - Current 1
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
Contact Info for Meredith L. Witucki
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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