Unclaimed
Melissa Wilson is a financial advisor with over 20 years of experience in the industry. She is currently registered with American Enterprise Investment Services Inc. and Ameriprise Financial Services, LLC in Minnesota. Melissa holds the Series 6, 7, 24, and 63 licenses. Melissa specializes in providing investment advice and financial planning services to individuals and families.
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.
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.
1
2
MN
08/13/2010 - Present
American Enterprise Investment Services Inc. (MINNEAPOLIS MN)
MN
08/16/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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