Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Wallace is a registered representative of Morgan Stanley and has been in the industry since 2014. Melissa holds both Series 7 and Series 63 licenses, as well as the SIE exam and the Series 65. Melissa is currently registered in 27 states to provide investment advice. Melissa is a licensed investment advisor in Maryland and a registered representative in Maryland and Texas. Previously, Melissa was registered as an Investment Advisor and Broker-Dealer with HD Vest Investment Services in Baltimore, MD. Melissa has a wide range of experience in providing financial planning, portfolio management for individuals, investment companies and businesses. Melissa also provides asset allocation advice and helps clients select other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
02/20/2020 - Present
Morgan Stanley (Baltimore MD)
MD
04/10/2014 - 01/04/2016
HD VEST INVESTMENT SERVICES (BALTIMORE MD)
IA
Issued 12/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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