Melissa Karwoski (CRD# 5522690) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bridgewater, NJ and has over 14 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Bridgewater, NJ | May 2021 - Current | 2 |
| Charles Schwab Bank | Bridgewater, NJ | May 2021 - Current | 2 |
| Prudential Insurance Company Of America | Newark, NJ | Sep 2016 - May 2021 | 4 |
| Prudential Investment Management Services | Newark, NJ | Sep 2016 - May 2021 | 4 |
| Prudential Investments LLC | Newark, NJ | Sep 2016 - May 2021 | 4 |
| Millington Securities, Inc. | Red Bank, NJ | Jul 2015 - Aug 2016 | 1 |
| Wbi Investments, Inc. | Red Bank, NJ | Jul 2015 - Aug 2016 | 1 |
| Blackrock Investments, Inc. | Princeton, NJ | Oct 2007 - Jun 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- NJ
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, 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
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