Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Ellen Watkins is a financial advisor with Wells Fargo Clearing Services, LLC. She has been in the financial industry since 1997. Melissa Watkins is registered with the state of Michigan as an Investment Advisor Representative (IAR). Her office is located in St. Clair Shores, MI and she also has a branch office location in Milwaukee, WI.
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
WI
01/20/2010 - Present
Wells Fargo Clearing Services, LLC (MILWAUKEE WI)
MI
02/19/1997 - 08/03/2007
TD AMERITRADE, INC. (SOUTHFIELD MI)
BOTH
Issued 06/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/03/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1996
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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