Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Joanne Hereim is a financial advisor who has been working in the industry since April 2007. Melissa is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Billings, MT. Previously Melissa was registered with Stifel, Nicolaus & Company, Incorporated and Morgan Stanley. Melissa is licensed in 46 states and specializes in providing financial advice to a variety of clients, including individuals, businesses, charitable organizations, insurance companies, and pension plans. Melissa has a wide range of experience in the financial services industry and 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
MT
01/29/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BILLINGS MT)
MT
07/18/2013 - 01/20/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BILLINGS MT)
MT
06/01/2009 - 08/07/2013
MORGAN STANLEY (BILLINGS MT)
MT
04/20/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BILLINGS MT)
BOTH
Issued 06/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2007
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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