Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Giles is a financial advisor with over 15 years of experience in the financial services industry. She is currently an AVP/Director of Portfolio Management at Americana Partners, LLC. She is registered as a Registered Investment Advisor (RIA) in the state of Texas. Melissa has a strong background in investment management, financial planning, and retirement planning. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. She holds the Series 3, 7, 9, 10, 31, 66, and 99TO licenses. She is also a Certified Financial Planner (CFP). Prior to joining Americana Partners, LLC, Melissa was a Financial Advisor at Morgan Stanley for eight years.
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.
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
TX
01/10/2022 - Present
Americana Partners, LLC (HOUSTON TX)
TX
12/01/2011 - 05/14/2019
MORGAN STANLEY (AUSTIN TX)
UT
12/13/2007 - 12/07/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SALT LAKE CTY UT)
BOTH
Issued 03/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/13/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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