Unclaimed
Melissa Godwin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., where she has been employed since February 2007. Previously, she worked for MORGAN STANLEY DW INC. from March 2001 until February 2007. Melissa has a strong background in the financial services industry, with over 20 years of experience. Melissa holds the Series 7, Series 31, Series 66 and SIE licenses. She is registered in 48 states and the District of Columbia for securities and 2 states for investment advisory services. Melissa specializes in a wide range of financial services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. She is a dedicated professional who is committed to helping her 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AR
04/17/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOT SPRINGS AR)
AR
03/26/2001 - 02/12/2007
MORGAN STANLEY DW INC. (HOT SPRINGS AR)
BOTH
Issued 06/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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