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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Ann Derouen is a financial advisor with Morgan Stanley. Melissa has been in the financial industry since 2009. Melissa has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Melissa is a Registered Representative (RR) and an Investment Advisor Representative (IAR) in the state of Louisiana. Melissa also has experience with a wide range of financial products and services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
LA
06/12/2024 - Present
Morgan Stanley (Lake Charles LA)
LA
07/18/2018 - 12/18/2019
J.P. MORGAN SECURITIES LLC (SULPHUR LA)
LA
01/02/2015 - 06/26/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAKE CHARLES LA)
LA
06/05/2009 - 12/16/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKE CHARLES LA)
IA
Issued 06/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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