Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Vald is a financial advisor with Fidelity Personal And Workplace Advisors, located in Naperville, IL. Melissa has been in the financial services industry since January 2, 2006 and has a Series 7, Series 31, Series 63, and Series 65 licenses. Melissa has been registered with Fidelity Personal And Workplace Advisors since April 2019. Prior to joining Fidelity Personal And Workplace Advisors, Melissa was a registered representative with Wells Fargo Advisors LLC. Melissa has a strong background in financial planning and portfolio management, and is committed to providing personalized financial advice 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.
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
IL
07/25/2019 - Present
Fidelity Personal AND Workplace Advisors (NAPERVILLE IL)
IL
01/16/2015 - 04/02/2019
WELLS FARGO CLEARING SERVICES, LLC (DEERFIELD IL)
IL
06/01/2009 - 01/27/2015
MORGAN STANLEY (DEERFIELD IL)
IL
10/09/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
04/02/2007 - 07/02/2007
MORGAN STANLEY & CO., INCORPORATED (RIVERWOODS IL)
IL
09/26/2005 - 04/02/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
IA
Issued 11/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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