Unclaimed
Melissa Wiencek is a financial advisor with Stephens. Melissa has been in the financial industry for over 17 years, and is registered to provide investment advice in Arkansas and Texas. Melissa has a wide range of experience, having worked at Raymond James & Associates and Morgan Keegan & Company in the past.
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.
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.
1
2
AR
03/14/2024 - Present
Stephens (LITTLE ROCK AR)
AR
10/18/2012 - 10/01/2018
RAYMOND JAMES & ASSOCIATES, INC. (LITTLE ROCK AR)
AR
08/31/2007 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (LITTLE ROCK AR)
AR
06/19/2007 - 09/06/2007
CITIGROUP GLOBAL MARKETS INC. (LITTLE ROCK AR)
AR
10/24/2006 - 06/20/2007
MORGAN KEEGAN & COMPANY, INC. (LITTLE ROCK AR)
IA
Issued 03/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Melissa Wiencek is the right advisor for you? Invested Better is here to help.