Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa McGuire-wright is a financial advisor at Wells Fargo Clearing Services, LLC in Hopewell Junction, NY. Melissa has been in the financial services industry since 2016. She holds Series 6, 7TO, and 63 licenses. Melissa specializes in providing financial planning, investment consulting services to institutional clients, and portfolio management for individuals and businesses. She has experience working with individuals, corporations, pension plans, and charitable organizations. Melissa previously worked at KEY INVESTMENT SERVICES LLC in Poughkeepsie, NY.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
01/20/2023 - Present
Wells Fargo Clearing Services, LLC (HOPEWELL JUNCTION NY)
NY
07/01/2016 - 12/20/2022
KEY INVESTMENT SERVICES LLC (Poughkeepsie NY)
BC
Issued 09/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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