Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melisa? Claim Your ProfileMelisa Medeiros-swim is a financial advisor with Ameriprise Financial Services, LLC. Melisa is licensed to provide financial advice in Delaware, Minnesota, and Pennsylvania. Melisa has been in the financial industry since July 2006 and has a broad range of experience in the field. Melisa is also a board member of Medeiros Swim. Melisa is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/23/2024 - Present
Ameriprise Financial Services, LLC (Philadelphia PA)
MN
07/23/2018 - 01/18/2024
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
02/14/2017 - 06/20/2017
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
07/21/2006 - 08/13/2010
AXA ADVISORS, LLC (MINNEAPOLIS MN)
BOTH
Issued 05/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Melisa Medeiros-swim is the right advisor for you? Invested Better is here to help.
