Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Michael Melde is a financial advisor with Wells Fargo Clearing Services, LLC. Jonathan has been a registered representative in the securities industry since July 31, 2007. Jonathan holds FINRA Series 7, 9, 10, 66 and SIE licenses. Jonathan is registered with 27 states and has a FINRA approved registration with Wells Fargo Clearing Services, LLC and a FINRA approved resident registration in Texas. Jonathan is also registered as an investment advisor representative in Arizona and Texas. Jonathan has experience working with clients in various sectors including high net worth individuals, corporations, and charitable organizations. Jonathan has been with Wells Fargo Clearing Services, LLC since November 2016, and has been a financial advisor with Wells Fargo Advisors LLC since January 2011.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
10/10/2016 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
08/01/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
BOTH
Issued 08/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/07/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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