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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 Dodson is a financial advisor at Morgan Stanley with over 13 years of experience. Melissa is registered to provide investment advice in both Texas and New Jersey. She is licensed to offer a variety of investment products and services including stocks, bonds, mutual funds, and ETFs. Melissa is committed to helping her clients achieve their financial goals and providing them with personalized financial advice. Melissa has previously worked with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Melissa is a member of the FINRA and has passed several securities exams. Melissa is a registered representative of Morgan Stanley.
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
NJ
10/22/2018 - Present
Morgan Stanley (Red Bank NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RED BANK NJ)
NJ
08/14/2006 - 04/02/2007
MORGAN STANLEY DW INC. (RED BANK NJ)
BOTH
Issued 10/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2006
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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