Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melisa? Claim Your ProfileMelisa Wardlow is a financial advisor with Osaic Wealth, Inc. Melisa holds the Series 6 and Series 63 licenses, as well as the SIE exam certification. Melisa is registered with the Financial Industry Regulatory Authority (FINRA) and is currently registered with the states of Arizona, California, Florida, Idaho, Iowa, and Missouri. Previously, Melisa worked at Ameritas Investment Corp. and Woodbury Financial Services, Inc. Osaic Wealth, Inc. is a firm based in Scottsdale, Arizona, and is an investment advisor registered with the Securities and Exchange Commission. Osaic Wealth, Inc. offers a variety of financial services to individuals, businesses, and institutions. The firm has over 437,201 accounts with approximately $94.56 billion in assets under management.
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.
A percentage of the total value of assets under management is charged.
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2
IA
07/10/2019 - Present
Osaic Wealth, Inc. (JOHNSTON IA)
IA
09/06/2018 - 07/05/2019
AMERITAS INVESTMENT CORP. (Urbandale IA)
IA
08/18/2017 - 09/07/2018
WOODBURY FINANCIAL SERVICES, INC. (URBANDALE IA)
BC
Issued 04/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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