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Melissa Birdsall

Exchangeright Securities, LLC

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About Melissa Birdsall

Melissa Birdsall is a financial advisor at Exchangeright Securities, LLC. Melissa has been in the financial industry since 2008, and has held various positions at prominent firms including UBS Financial Services Inc., Dougherty & Company LLC, and Piper Jaffray & Co. She is a Series 7, Series 63, and Series 66 licensed advisor, and holds the SIE designation. Melissa has a strong track record of providing financial advice to clients in a variety of industries. She is committed to providing her clients with the highest level of service and expertise, and strives to help them achieve their financial goals.

Firm Information

Melissa Birdsall is currently registered with Exchangeright Securities, LLC. Exchangeright Securities, LLC is a Limited Liability Company that was formed on January 6, 2016. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Melissa Birdsall’s Registration & Firm History

CA

07/29/2022 - Present

Exchangeright Securities, LLC (Pasadena CA)

CA

03/25/2022 - 10/31/2022

EMERSON EQUITY LLC (SAN MATEO CA)

MN

01/11/2021 - 04/07/2021

WELLS FARGO CLEARING SERVICES, LLC (COON RAPIDS MN)

MN

08/08/2018 - 10/15/2020

PFM FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)

CO

01/26/2012 - 04/02/2018

BLACK CREEK CAPITAL MARKETS, LLC (DENVER CO)

MN

06/28/2010 - 12/22/2011

QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)

MN

05/30/2008 - 06/23/2010

UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)

MN

10/09/2007 - 05/06/2008

DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)

MN

08/21/2006 - 10/17/2007

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/08/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Birdsall.
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