Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Villella is a financial advisor with Wells Fargo Clearing Services, LLC, based in Bloomington, MN. Melissa has over 30 years of experience in the financial services industry and holds a variety of licenses and certifications. Melissa has previously worked for several other firms, including Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and Fortis Investors, Inc.
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.
Investment consulting services to institutional clients
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.
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2
MN
06/10/2019 - Present
Wells Fargo Clearing Services, LLC (BLOOMINGTON MN)
MN
10/31/2000 - 06/07/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDINA MN)
WI
10/31/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
08/21/1998 - 09/28/2000
EQUITY SECURITIES INVESTMENTS, INC. (GOLDEN VALLEY MN)
MN
03/28/1996 - 09/02/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
CA
05/27/1994 - 07/22/1995
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
08/10/1990 - 07/07/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/10/1990 - 07/07/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
08/12/1989 - 07/30/1990
MARQUETTE FINANCIAL SERVICES, INC.
BOTH
Issued 03/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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