Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Elise Robinson is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Melissa has been in the industry since February 18, 1998. Melissa is registered in Louisiana and Texas. Melissa was previously registered with A. G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Legg Mason Wood Walker, Incorporated.
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
LA
02/15/2011 - Present
Wells Fargo Clearing Services, LLC (BATON ROUGE LA)
LA
03/12/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BATON ROUGE LA)
LA
01/18/2006 - 02/07/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BATON ROUGE LA)
MD
10/26/2004 - 01/26/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
11/27/1996 - 09/04/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
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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