Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa McLeod is a registered representative with Morgan Stanley. Melissa has been in the financial services industry since March 1992. Melissa has a Series 7, Series 31, Series 63, and Series 65. Melissa is registered with the state of Texas as an Investment Advisor Representative and is also registered in 26 other states. Melissa has experience in a wide variety of investment products and services, including equities, mutual funds, and fixed income securities. Melissa provides investment advice to individuals, businesses, and institutions.
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
FL
05/05/2020 - Present
Morgan Stanley (St. Petersburg FL)
FL
02/07/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ST. PETERSBURG FL)
FL
03/19/1992 - 02/07/1994
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 12/27/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/1992
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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