Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Maheras is a financial advisor at Wells Fargo Clearing Services, LLC. Melanie has been in the financial services industry for over 15 years. Melanie has a wide range of experience in the financial services industry. Melanie is registered to offer securities and investment advisory services in 39 states.
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
IL
10/23/2023 - Present
Wells Fargo Clearing Services, LLC (DEERFIELD IL)
IL
07/10/2014 - 09/19/2023
AIG CAPITAL SERVICES, INC. (CHICAGO IL)
IL
08/25/2011 - 05/30/2014
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
10/12/2010 - 08/05/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (NORTHBROOK IL)
IL
03/11/2009 - 06/02/2009
ALLSTATE FINANCIAL SERVICES, LLC (NORTHBROOK IL)
IL
07/27/2007 - 11/26/2008
U.S. BANCORP INVESTMENTS, INC. (ALGONQUIN IL)
IL
11/15/2006 - 07/31/2007
WACHOVIA SECURITIES, LLC (DEERFIELD IL)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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