Melissa Buljung, financial advisor Lone Tree CO

Melissa Buljung

CRD Number: 6235544
Current Firm: Charles Schwab & Company, Inc.

Melissa Buljung (CRD# 6235544) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO May 2020 - Current 3
Usaa Investment Management Company Colorado Springs, CO Jan 2018 - May 2020 2
Usaa Financial Planning Services Colorado Springs, CO Sep 2013 - May 2020 6
Usaa Financial Advisors Inc. Colorado Springs, CO Aug 2013 - May 2020 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Melissa A. Buljung
Phone Number: 415-667-7000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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