Unclaimed
Melissa Eibach is a financial advisor registered with Wells Fargo Clearing Services, LLC. Melissa has been in the industry since June 2012 and holds several licenses and certifications including Series 7, Series 9, Series 10, and Series 66. She is currently registered in 37 states and provides financial services to individuals, businesses, institutions, and charitable organizations. Melissa is also an Investment Advisor Representative with Stiefel, Nicolaus & Company, Incorporated and Wells Fargo Advisors, LLC, and has experience working with a variety of clients and their financial needs.
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.
1
2
PA
10/05/2017 - Present
Wells Fargo Clearing Services, LLC (ALLENTOWN PA)
PA
03/06/2013 - 10/07/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BETHLEHEM TOWNSHIP PA)
PA
06/19/2012 - 02/25/2013
WELLS FARGO ADVISORS, LLC (YARDLEY PA)
BOTH
Issued 10/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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