Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Schmieding is a financial advisor with over 25 years of experience. Melanie is currently registered with Robert W. Baird & Co. Inc. and has held previous registrations with several other firms including Wells Fargo Clearing Services, LLC, Morgan Stanley, J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., McDonald Investments Inc., Southtrust Securities, Inc., Liberty Securities Corporation, AmSouth Investment Services, Inc., Pioneer Funds Distributor, Inc., and Barnett Investments, Inc. Melanie holds multiple licenses and certifications including Series 7, Series 31, Series 63, and Series 66. Melanie specializes in working with a variety of clients including high-net-worth individuals, corporations, individuals, other investment advisors, and pooled investment vehicles. Melanie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
See schedule d
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.
Hard dollar payments for research
1
2
CO
05/12/2021 - Present
Robert W. Baird & Co. Inc. (DENVER CO)
CO
03/10/2014 - 05/15/2019
WELLS FARGO CLEARING SERVICES, LLC (DENVER CO)
CO
04/15/2011 - 02/27/2014
MORGAN STANLEY (GREENWOOD VILLAGE CO)
CO
10/01/2008 - 04/15/2011
J.P. MORGAN SECURITIES LLC (DENVER CO)
CO
08/10/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (DENVER CO)
CO
02/09/2001 - 02/15/2007
MCDONALD INVESTMENTS INC. (CENTENNIAL CO)
AL
02/08/1999 - 02/09/2001
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NY
02/24/1999 - 04/10/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
AL
01/29/1998 - 02/05/1999
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MA
12/14/1994 - 12/01/1997
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
FL
01/19/1994 - 10/21/1994
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
BOTH
Issued 06/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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