Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Palmer-ball is an investment advisor representative with Ameriprise Financial Services, LLC. Melissa has been in the industry since 1994 and holds the Series 63, Series 9, Series 10, SIE and Series 7 securities licenses. Melissa has experience working with various clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Melissa is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Maryland, Minnesota, Mississippi, Missouri, Nevada, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, and Wisconsin.
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.
Asset allocation services
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
WI
05/11/2011 - Present
Ameriprise Financial Services, LLC (RACINE WI)
WI
10/18/1996 - 05/17/2011
ROBERT W. BAIRD & CO. INCORPORATED (RACINE WI)
MO
06/07/1995 - 11/05/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
01/28/1994 - 04/04/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 02/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/11/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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