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 Short is a registered representative with Morgan Stanley. Melissa has been in the securities industry since March 26, 2018. She holds the Series 7, Series 63, Series 66, and SIE licenses. Melissa is registered to offer securities in 47 states and the District of Columbia, as well as in Texas and West Virginia as an investment advisor representative. Melissa works with a variety of clients, including individuals, high-net-worth individuals, businesses, corporations, investment clubs, charitable organizations, pension and profit-sharing plans, insurance companies, banking or thrift institutions, and state or municipal government entities. Melissa's advisory services include financial planning, portfolio management for individuals, businesses, and investment companies, pension consulting, and selection of 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
WV
01/17/2020 - Present
Morgan Stanley (CHARLESTON WV)
BOTH
Issued 01/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2018
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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