Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Agnes Wacker is a registered investment advisor with over 20 years of experience in the financial services industry. Melinda has a strong background in investment advisory and brokerage services. She is currently associated with Stifel, Nicolaus & Company, Inc. and has held previous positions with B.C. Ziegler and Company, First Montauk Securities Corp., and Allmerica Investments, Inc. Melinda has a wide range of experience, including providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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.
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.
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2
WI
03/16/2018 - Present
Stifel, Nicolaus & Company, Inc. (MEQUON WI)
WI
07/18/2008 - 03/16/2018
B. C. ZIEGLER AND COMPANY (MEQUON WI)
WI
11/11/2002 - 07/15/2008
FIRST MONTAUK SECURITIES CORP. (SLINGER WI)
MA
12/17/2001 - 10/07/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
05/15/2000 - 03/13/2001
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 10/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX 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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