Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Bates is a financial advisor with over 20 years of experience in the industry. She currently works at Wells Fargo Clearing Services, LLC and holds registrations in Nevada and Texas. Melinda has held previous roles at Wells Fargo Investments, LLC in Nevada. Melinda specializes in working with individuals, corporations, and charitable organizations. Melinda's background includes work in the sporting goods industry, which could provide a unique perspective on the financial planning needs of clients in the retail sector.
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
TX
11/16/2020 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
NV
05/23/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SPARKS NV)
NV
08/06/2002 - 04/25/2006
WELLS FARGO INVESTMENTS, LLC (RENO NV)
BOTH
Issued 09/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2002
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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