Melanie Puchalski-StricklandCRD Number: 1936392
Current Firm: Charles Schwab & Company, Inc.
Melanie Puchalski-Strickland (CRD# 1936392) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Charles Schwab & Company, Inc.||Orlando, FL||Aug 2012 - Current||5|
|Wells Fargo Advisors||Vero Beach, FL||Oct 2011 - Jul 2012||< 1|
|Morgan Stanley Smith Barney||Orlando, FL||Jun 2009 - Oct 2011||2|
|Citigroup Global Markets Inc.||Orlando, FL||Feb 2006 - Oct 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
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, 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, WY