Melinda Schrum is a registered investment advisor, based in Frederick, MD, with 19 years of industry experience.
Location
154 North Market Street, Suite A, Frederick, MD, 21701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melinda is a Director of client service for Kestra Advisory Services LLC, providing investment advisory services, dedicating full-time hours. She is also a Director of client service for RS Will Wealth Management, engaging in registered representative activities and insurance, also dedicating full-time hours.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations41 states
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