Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Steele is a financial advisor with Robert W. Baird & Co. Inc. in Bowling Green - Park Plaza, KY. Melissa has been in the financial services industry since 1995. Melissa holds the Series 7, 63, and 65 licenses. Prior to joining Robert W. Baird & Co. Inc., Melissa worked at J.J.B. HILLIARD, W.L. LYONS, LLC, WELLS FARGO ADVISORS, LLC, MORGAN STANLEY DW INC., and J.J.B. HILLIARD, W.L. LYONS, INC. Melissa is registered in 32 states.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KY
10/18/2019 - Present
Robert W. Baird & Co. Inc. (Bowling Green - Park Plaza KY)
KY
09/12/2013 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (BOWLING GREEN KY)
KY
11/06/2006 - 09/18/2013
WELLS FARGO ADVISORS, LLC (BOWLING GREEN KY)
KY
02/19/1999 - 11/07/2006
MORGAN STANLEY DW INC. (BOWLING GREEN KY)
KY
03/31/1995 - 03/01/1999
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 03/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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