Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Crews is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 11 years of experience in the financial industry. Melissa holds Series 66, Series 7 and SIE licenses. Melissa is registered in Arizona and California and has a strong background in financial planning, portfolio management for businesses and individuals, and pension consulting. Melissa's previous experience includes working with Morgan Stanley and LPL Financial LLC.
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.
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.
Investment consulting services to institutional clients
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.
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AZ
09/01/2022 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
AZ
09/12/2018 - 09/08/2022
MORGAN STANLEY (Scottsdale AZ)
AZ
03/24/2016 - 01/17/2018
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
12/08/2010 - 03/10/2016
MORGAN STANLEY (SCOTTSDALE AZ)
BOTH
Issued 05/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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