Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Myers is a financial advisor with over 20 years of experience in the industry. Melissa currently works at Wells Fargo Clearing Services, LLC and has been with the firm since 2011. Melissa has held various positions in the financial services industry, with previous roles at Wells Fargo Investments, LLC, Morgan Stanley DW Inc., David A. Noyes & Company, Fifth Third Securities, Inc., The Huntington Investment Company and Banc One Securities Corporation. Melissa holds licenses for Series 6, 7, 63, and 66, and has passed the Securities Industry Essentials Examination (SIE). Melissa holds registrations in 30 states. Melissa is committed to providing personalized financial advice and investment management services to her 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
MI
03/13/2023 - Present
Wells Fargo Clearing Services, LLC (GRAND RAPIDS MI)
MI
04/28/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GRAND RAPIDS MI)
NY
11/17/2003 - 04/27/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IN
01/03/2003 - 11/05/2003
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
OH
06/04/2002 - 01/08/2003
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
08/29/2000 - 05/23/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IL
06/06/2000 - 07/26/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 10/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2000
Series 6 - Investment Company Products/Variable Contracts 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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