Melanie Vise, financial advisor Orlando FL

Melanie Vise

CRD Number: 2990618
Current Firm: Schwab Wealth Advisory, Inc.

Melanie Vise (CRD# 2990618) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Schwab Private Client Investment Advisory, Inc. Orlando, FL Jan 2012 - Current 12
Charles Schwab & Company, Inc. Orlando, FL Nov 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Dec 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Melanie D. Vise
Phone Number: 415-667-7000
Registered State(s):
  • FL
  • TX
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
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, WY

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