Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Carol Holling has been working in the financial industry since 1993. Melissa is currently registered with D.a. Davidson & Co. Melissa has previously worked for MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and NELSON SECURITIES,INC. Melissa holds several licenses and certifications, including Series 7, Series 6, Series 9, Series 10, Series 31, and Series 63. Melissa also serves as Interim Mayor for the Town of Spangle, WA. Melissa is committed to providing her clients with the highest quality financial advice and service.
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.
A percentage of the total value of assets under management is charged.
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WA
04/08/2009 - Present
D.a. Davidson & Co. (SPOKANE WA)
WA
04/02/2007 - 04/09/2009
MORGAN STANLEY & CO. INCORPORATED (SPOKANE WA)
WA
04/29/2004 - 04/02/2007
MORGAN STANLEY DW INC. (SPOKANE WA)
WA
04/13/1993 - 04/07/2004
NELSON SECURITIES,INC. (SPOKANE WA)
IA
Issued 06/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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