Unclaimed
Melinda Deisig is a financial advisor with over 40 years of experience in the industry. Melinda has been registered with Wells Fargo Clearing Services, LLC since December 2010. Prior to joining Wells Fargo, Melinda held positions with Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Merrill Lynch. Melinda has a broad range of experience in the financial services industry including securities, investment advisory, and financial planning.
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
MI
12/03/2010 - Present
Wells Fargo Clearing Services, LLC (TRAVERSE CITY MI)
MI
06/01/2009 - 12/16/2010
MORGAN STANLEY SMITH BARNEY (TRAVERSE CITY MI)
MI
12/07/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TRAVERSE CITY MI)
NY
12/24/1981 - 12/12/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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