Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Clayton Melrose is a financial advisor at Ameriprise Financial Services, LLC and has been in the financial industry since 1993. Douglas has a Series 7, Series 8, Series 63, and Series 65 licenses. Douglas Clayton Melrose also holds the designation of Certified Financial Planner. Douglas is registered to provide investment advice in 15 states. Douglas was previously with Wells Fargo Clearing Services, LLC, LPL Financial LLC, and Wells Fargo Advisors, LLC. Douglas has experience in financial planning, portfolio management, and educational seminars. Douglas Clayton Melrose has worked at Ameriprise Financial Services, LLC since 2018.
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.
Asset allocation services
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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2
VA
08/27/2018 - Present
Ameriprise Financial Services, LLC (RADFORD VA)
VA
05/05/2015 - 08/27/2018
WELLS FARGO CLEARING SERVICES, LLC (BLACKSBURG VA)
VA
12/03/2013 - 05/15/2015
LPL FINANCIAL LLC (CHRISTIANSBURG VA)
VA
01/31/2007 - 12/05/2013
WELLS FARGO ADVISORS, LLC (CHRISTIANSBURG VA)
FL
11/20/2000 - 01/25/2007
CITIGROUP GLOBAL MARKETS INC. (BRADENTON FL)
NY
09/09/1993 - 11/29/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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