Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Weeks-billeg is a financial advisor with over 17 years of experience. Melissa is currently registered with Charles Schwab & CO., Inc. in Westlake, Texas. Melissa has previously been registered with TD AMERITRADE, INC., Fidelity Brokerage Services LLC, Capital One Investing, LLC, and First Command Financial Planning, INC. Melissa is also a Registered Options Principal, General Securities Principal, General Securities Sales Supervisor, and holds the Series 63, Series 66, Series 7, and SIE licenses. Melissa provides advisory services that include financial planning, selection of other advisers, and wrap fee programs.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
08/02/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
09/02/2022 - 07/29/2024
TD AMERITRADE, INC. (Westlake TX)
TX
02/06/2019 - 08/15/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
06/19/2017 - 02/07/2019
CAPITAL ONE INVESTING, LLC (Plano TX)
TX
05/21/2014 - 06/19/2017
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
TX
07/07/2006 - 04/08/2014
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 08/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2018
Series 4 - Registered Options Principal Examination
BC
Issued 07/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/13/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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