Unclaimed
Melissa Ann Bowyer is a registered representative with Oppenheimer & Co. Inc., operating out of their Virginia Beach office. She has over 20 years of experience in the financial services industry. Prior to joining Oppenheimer, Melissa worked with Ameriprise Financial Services, Inc., Raymond James Financial Services, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Melissa is licensed to provide investment advice in numerous states, including Virginia, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Washington, West Virginia, Wisconsin, and Wyoming. Melissa also holds several industry designations.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
01/09/2019 - Present
Oppenheimer & Co. Inc. (VIRGINIA BEACH VA)
VA
05/23/2011 - 07/30/2018
AMERIPRISE FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
VA
11/19/2010 - 05/25/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
VA
06/01/2009 - 06/11/2010
MORGAN STANLEY SMITH BARNEY (VIRGINIA BEACH VA)
VA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (VIRGINIA BEACH VA)
VA
01/03/2001 - 04/02/2007
MORGAN STANLEY DW INC. (VIRGINIA BEACH VA)
BOTH
Issued 12/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/24/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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