Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Ross has been in the financial services industry for over 20 years. Melinda currently works as a Registered Representative and Investment Advisor Representative for Wells Fargo Clearing Services, LLC, where Melinda has been employed since January 2023. Prior to joining Wells Fargo, Melinda worked at Purshe Kaplan Sterling Investments from March 2022 to August 2022. Melinda also worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from January 2014 to November 2021, and Wells Fargo Advisors, LLC from March 2012 to December 2013. Melinda is licensed to sell securities in Missouri. Melinda's career focus is on serving the needs of individual and business clients.
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.
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2
MO
01/24/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
IL
03/01/2022 - 08/19/2022
PURSHE KAPLAN STERLING INVESTMENTS (SWANSEA IL)
MO
01/06/2014 - 11/15/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
MO
03/16/2012 - 12/06/2013
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
04/02/2002 - 03/07/2012
CITIGROUP GLOBAL MARKETS INC. (O'FALLON MO)
MO
12/14/1998 - 08/29/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
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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