Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Kay Costello is a financial advisor at Stifel, Nicolaus & Company, Inc. in Charlotte, NC. Melissa has been in the financial services industry since 2016. Melissa is licensed to sell securities in 41 states and holds Series 7, Series 63, and SIE licenses. Melissa specializes in working with clients to develop financial plans, investment strategies, and retirement planning.
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.
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
NC
05/15/2023 - Present
Stifel, Nicolaus & Company, Inc. (CHARLOTTE NC)
NC
07/01/2022 - 05/17/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Charlotte NC)
NC
10/20/2016 - 06/28/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (FAYETTEVILLE NC)
BC
Issued 12/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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