Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Bastan is a financial advisor with over 18 years of experience in the industry. Currently, Melissa is a registered representative with J.p. Morgan Securities LLC. Previously, Melissa held positions at WELLS FARGO SECURITIES, LLC, and MORGAN STANLEY & CO., INCORPORATED. Melissa holds several industry licenses, including Series 7, 24, 52, 53, 79, 99TO, and SIE. Melissa is registered to provide investment advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
02/10/2020 - Present
J.p. Morgan Securities LLC (New York NY)
NY
03/19/2014 - 07/09/2019
WELLS FARGO SECURITIES, LLC (NEW YORK NY)
NY
08/13/2003 - 08/16/2010
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
02/01/1995 - 02/27/1997
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 05/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2014
Series 24 - General Securities Principal Examination
BC
Issued 06/16/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/19/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
Not sure Melissa Bastan is the right advisor for you? Invested Better is here to help.
