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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Elaine Daugherty is a financial advisor who has been in the industry since December 4, 2010. Melanie is currently registered with Morgan Stanley in Troy, Michigan. Melanie previously worked with WELLS FARGO CLEARING SERVICES, LLC in Troy, Michigan and NATCITY INVESTMENTS, INC. in Berkley, Michigan. Melanie has earned the following licenses: Series 6, Series 7, Series 63 and Series 66. Melanie holds the SIE license as well. Melanie specializes in providing asset allocation advice, financial planning, pension consulting and educational seminars for individuals and families. Melanie can also provide portfolio management for businesses, individuals and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
10/22/2021 - Present
Morgan Stanley (Troy MI)
MI
06/10/2013 - 10/29/2021
WELLS FARGO CLEARING SERVICES, LLC (TROY MI)
MI
11/17/2003 - 05/22/2006
NATCITY INVESTMENTS, INC. (BERKLEY MI)
BOTH
Issued 07/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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