Melissa M Drago

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 12/2016
  Wells Fargo Home Mortgage
  Milpitas, CA
• 12/2016 → 09/2021
  Scottrade, Inc.
  San Jose, CA
• 02/2018 → 09/2021
  Td Ameritrade, Inc.
  San Jose, CA
• 02/2018 → 09/2021
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 09/2021 → Present
  Charles Schwab & Co., Inc.
  Sunnyvale, CA
• 09/2021 → Present
  Charles Schwab Bank, Ssb
  Sunnyvale, CA

Previous Registrations

• 2018-02-26 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  San Jose, CA
  Campbell, CA
  Omaha, NE
  Cupertino, CA
• 2018-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  San Jose, CA
  Campbell, CA
  Omaha, NE
  Cupertino, CA
  Sunnyvale, CA
  San Mateo, CA
• 2017-05-19 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-05-19
• S63 Uniform Securities Agent State Law Examination
  1999-10-30

Other Names

• Melissa Drago
• Melissa Marie Drago
• Melissa Marie Ubertibona
• Melissa Marie Ubertibona
• Melissa Drago Barahona
• Melissa Barahona