Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Jones is a financial advisor with over 10 years of experience in the industry. Melissa is currently registered with Principal Securities, Inc., and has previously held positions with Packerland Brokerage Services, Inc., OSAIC WEALTH, INC., Woodbury Financial Services, Inc., IFP Securities, LLC, LPL Financial LLC, Paychex Securities Corporation, Transamerica Investors Securities Corporation, ADP Broker-Dealer, Inc., and GWFS Equities, Inc.. Melissa is a Series 6, Series 63, and Series 65 licensed professional. Melissa specializes in providing financial planning, investment management, and pension consulting services to individuals, corporations, and charitable organizations.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
IA
05/21/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
WI
04/08/2024 - 04/24/2024
PACKERLAND BROKERAGE SERVICES, INC. (WAUSAU WI)
WI
01/19/2024 - 03/28/2024
OSAIC WEALTH, INC. (DE PERE WI)
WI
10/14/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (DE PERE WI)
WI
06/01/2022 - 10/14/2022
IFP SECURITIES, LLC (Wauwatosa WI)
WI
11/18/2021 - 06/10/2022
LPL FINANCIAL LLC (MILWAUKEE WI)
NY
07/19/2019 - 11/12/2021
PAYCHEX SECURITIES CORPORATION (ROCHESTER NY)
NY
01/08/2018 - 07/10/2019
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
NJ
08/09/2014 - 12/31/2017
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CO
01/26/2005 - 12/16/2005
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 07/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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