Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Elaine Scott is a financial professional with over 15 years of experience in the financial services industry. Melissa has a strong background in providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, businesses, and institutions. Melissa is currently registered with Wells Fargo Clearing Services, LLC and holds Series 63, Series 7, and SIE licenses. Prior to joining Wells Fargo Clearing Services, LLC, Melissa was a registered representative with MML Investors Services, LLC, Fidelity Brokerage Services LLC, and Charles Schwab & Co., Inc. Melissa has a strong track record of success in helping clients achieve their financial goals.
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
FL
06/28/2022 - Present
Wells Fargo Clearing Services, LLC (PONTE VEDRA BEACH FL)
FL
03/11/2022 - 05/03/2022
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
FL
01/18/2018 - 03/16/2020
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
AZ
08/08/2006 - 08/18/2017
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
TX
06/17/2004 - 01/10/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 06/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2004
Series 7 - General Securities 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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