Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Dawn Witten is a financial advisor with Mischler Financial Group, Inc. located in Corona Del Mar, CA. Melissa has been in the financial industry since July 31, 2011. She has a Series 7 and Series 66 license. Melissa is registered with FINRA and the state of California. Melissa has previously worked at WealthForge Securities, LLC, Patrick Capital Markets, LLC, and Wells Fargo Institutional Securities, LLC.
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.
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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2
CA
11/18/2020 - Present
Mischler Financial Group, Inc. (CORONA DEL MAR CA)
CA
04/03/2020 - 11/17/2020
WEALTHFORGE SECURITIES, LLC (San Clemente CA)
CA
10/15/2019 - 04/01/2020
PATRICK CAPITAL MARKETS, LLC (San Clemente CA)
CA
04/03/2014 - 02/22/2019
MISCHLER FINANCIAL GROUP, INC. (CORONA DEL MAR CA)
CA
01/07/2011 - 04/03/2014
WELLS FARGO INSTITUTIONAL SECURITIES, LLC (LOS ANGELES CA)
CA
01/07/2011 - 04/03/2014
WELLS FARGO SECURITIES, LLC (LOS ANGELES CA)
MO
04/14/2009 - 05/13/2009
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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