Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Patton is a registered investment advisor representative with Vanguard Advisers, Inc.. Melissa has been in the industry since 2005. Melissa is licensed to provide advisory services in Pennsylvania and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
11/09/2022 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
07/13/2010 - 10/27/2022
WELLS FARGO CLEARING SERVICES, LLC (WAYNE PA)
PA
08/01/2005 - 07/14/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)
MN
08/01/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/27/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2010
Series 3 - National Commodity Futures Examination
BC
Issued 07/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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