Melissa PolitCRD Number: 3180853
Current Firm: Usaa Financial Planning Services
Melissa Polit (CRD# 3180853) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 18 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Planning Services||Phoenix, AZ||Feb 2010 - Current||7|
|Usaa Financial Advisors Inc.||Phoenix, AZ||Feb 2010 - Current||7|
|Unemployed||Phoenix, AZ||Mar 2008 - Feb 2010||1|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Jan 1999 - Mar 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S65||NASAA Investment Advisors Law Examination||Sep 2010|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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