Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa St. louis is a financial advisor with over 25 years of experience in the financial services industry. Melissa is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has held previous roles with BANC of AMERICA INVESTMENT SERVICES, INC. and MORGAN STANLEY DW INC. Melissa has a broad range of experience providing financial advice to individuals, families, and businesses. Melissa's areas of expertise include investment management, financial planning, and retirement planning. Melissa is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MD
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BETHESDA MD)
VA
03/18/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MCLEAN VA)
NY
03/29/2000 - 03/20/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
07/16/1997 - 02/01/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 03/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/13/2005
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 06/08/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/03/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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