Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ally? Claim Your ProfileAlly Anne Melvin is a financial advisor at Moneta Group Investment Advisors, LLC. Ally Anne is a Certified Financial Planner professional, with experience in the financial industry. Ally Anne has previously worked at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Ally Anne's current registrations are with Missouri. Ally Anne is also a member of the Affinia Healthcare Foundation Advisory Board and the Spirit of St. Louis Women's Fund.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
02/06/2024 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
08/20/2020 - 02/02/2024
UBS FINANCIAL SERVICES INC. (Clayton MO)
MO
10/16/2017 - 08/21/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
MO
05/18/2017 - 09/21/2017
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BOTH
Issued 12/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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