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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Kenney is a financial advisor at Wells Fargo Clearing Services, LLC. Melissa has been in the industry since 2001 and is registered with the state of Missouri. Melissa has a wide range of experience, having worked at several firms, including Lehman Brothers Inc., Scottrade, Inc., Banc of America Investment Services, Inc., Wells Fargo Advisors Financial Network, LLC, and Wells Fargo Clearing Services, LLC. Melissa holds several licenses and certifications, including Series 3, 7, 9, 10, 63, and 66. Melissa specializes in providing financial planning and investment advice to individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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
MO
03/12/2012 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
04/26/2018 - 12/20/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
FL
06/28/2005 - 06/09/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)
MO
10/06/2004 - 06/07/2005
SCOTTRADE, INC. (ST. LOUIS MO)
NY
03/05/2001 - 09/09/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 09/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/03/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2009
Series 3 - National Commodity Futures Examination
BC
Issued 03/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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