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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 Foster is a financial advisor registered with Wells Fargo Clearing Services, LLC in Walnut Creek, California. Melanie has been in the financial services industry since August 29, 2009. Melanie is licensed in multiple states including Alabama, Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Indiana, Massachusetts, Missouri, Nevada, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia and Washington. Melanie holds the Series 7, Series 63, Series 65 and Series 66 securities licenses as well as the SIE exam. Melanie specializes in providing financial planning, investment consulting services, and portfolio management for individuals and businesses. Melanie's past experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Redfin and Prudential Securities Incorporated.
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
CA
10/09/2020 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
CA
08/14/2015 - 10/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
05/16/2001 - 05/19/2004
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
NY
02/28/2001 - 02/14/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/25/2000 - 05/16/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
CA
03/02/2000 - 08/18/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
04/24/1998 - 02/24/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 09/29/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2015
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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