Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Barnes is a financial advisor with Wells Fargo Clearing Services, LLC, located in Jupiter, FL. Melissa has been a financial advisor for over 20 years and holds Series 6, 7, 63, and 66 securities licenses. Prior to joining Wells Fargo Clearing Services, LLC, Melissa was with PNC Investments and BB&T Investment Services, Inc. Melissa provides financial advice to individuals, families, and businesses. She is also a registered investment advisor.
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
FL
11/09/2018 - Present
Wells Fargo Clearing Services, LLC (JUPITER FL)
FL
09/10/2013 - 11/20/2018
PNC INVESTMENTS (PORT ST. LUCIE FL)
FL
10/15/2012 - 08/30/2013
BB&T INVESTMENT SERVICES, INC. (JUPITER FL)
FL
05/14/2010 - 10/12/2012
LPL FINANCIAL LLC (PALM CITY FL)
FL
10/27/2008 - 05/05/2010
FIRST COMMAND FINANCIAL PLANNING, INC. (PALM CITY FL)
FL
04/04/2007 - 09/04/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (PALM BEACH GARDENS FL)
FL
03/12/2004 - 12/11/2006
A. G. EDWARDS & SONS, INC. (STUART FL)
FL
11/05/2003 - 05/10/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
TX
04/30/2003 - 10/30/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MO
10/01/2000 - 04/02/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
06/30/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 05/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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