Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Van beveren is a financial professional with over 20 years of experience in the industry. Melissa holds the Series 7, 9, 10, 24 and 63 securities licenses. Melissa is a registered representative with Charles Schwab & CO., Inc., where she has been employed since September 2021. Previously, Melissa was employed by FIDELITY BROKERAGE SERVICES LLC and AMERITRADE. Melissa is registered in 53 states and the District of Columbia. Melissa provides financial planning services and is a wrap fee program sponsor and financial planning advisor referral program. Melissa is dedicated to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
09/07/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
RI
02/28/2001 - 04/01/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NE
05/23/2000 - 01/23/2001
AMERITRADE (BELLEVUE NE)
BC
Issued 09/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Melissa Van beveren is the right advisor for you? Invested Better is here to help.
