Melissa Schachner, financial advisor Willowbrook IL
98 score

Melissa Schachner

CRD Number: 6275679
Current Firm: Edward Jones
Compensation Model: Both

Melissa Schachner (CRD# 6275679) is an Investment Advisor Representative working at Edward Jones in Willowbrook, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Dec 2013 - Current 3
Unemployed Chicago, IL Nov 2013 - Nov 2013 < 1
Miller Cooper & Company, Ltd Chicago, IL Oct 2011 - Oct 2013 2
Morrison & Morrison, Ltd Chicago, IL Jan 2009 - Sep 2011 2
Stemens, Mertens, Stickler, Cpas And Associates Columbus, OH Dec 2007 - Dec 2008 1
Fidler & Fidler, Cpas, LLP Dublin, OH Oct 2007 - Nov 2007 < 1
Ohio State Facilities Operation And Development Columbus, OH Apr 2007 - Sep 2007 < 1
National Interstate Richfield, OH Jan 2007 - Apr 2007 < 1
Abercrombie And Fitch Home Office New Albany, OH Apr 2005 - Dec 2006 1
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jan 2014
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Melissa S. Schachner
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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