Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Marie Alfsen is a financial advisor registered with Stifel, Nicolaus & Company, Inc. and has been working in the financial services industry since January 24, 2014. Melissa has experience at Wells Fargo Clearing Services, LLC, Raymond James & Associates, Inc., and Wells Fargo Advisors, LLC. Melissa provides financial planning, portfolio management, and educational seminars for individuals, businesses, and pooled investment vehicles.
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.
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
CA
05/22/2024 - Present
Stifel, Nicolaus & Company, Inc. (SANTA ROSA CA)
CA
04/18/2019 - 02/07/2022
WELLS FARGO CLEARING SERVICES, LLC (SANTA ROSA CA)
CA
08/30/2016 - 03/07/2019
RAYMOND JAMES & ASSOCIATES, INC. (SANTA BARBARA CA)
CA
07/18/2013 - 04/01/2016
WELLS FARGO ADVISORS, LLC (SANTA BARBARA CA)
BOTH
Issued 12/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Melissa Alfsen is the right advisor for you? Invested Better is here to help.
