Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Gaustad is a financial advisor with Fidelity Personal And Workplace Advisors, a large firm with a wide range of clients. Melissa is registered with the state of Minnesota and Texas, and has been in the industry since May 2006. Before joining Fidelity, Melissa Gaustad was with LPL FINANCIAL LLC, TCADVISORS NETWORK INC., NYLIFE DISTRIBUTORS LLC and AXA ADVISORS, LLC. Melissa Gaustad has a comprehensive understanding of the financial markets and can assist you with a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MN
07/14/2023 - Present
Fidelity Personal AND Workplace Advisors (OAKDALE MN)
MN
04/04/2013 - 05/14/2014
LPL FINANCIAL LLC (BLOOMINGTON MN)
CO
06/08/2011 - 04/01/2013
TCADVISORS NETWORK INC. (CENTENNIAL CO)
NJ
08/11/2009 - 08/25/2010
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
MN
01/25/2008 - 01/12/2009
AXA ADVISORS, LLC (MINNEAPOLIS MN)
MN
02/19/2003 - 03/31/2006
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BOTH
Issued 06/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/16/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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