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 Ellsworth is a registered representative with Raymond James & Associates, Inc. Melissa has been in the industry since 1992 and has experience with a variety of firms including FAHNESTOCK & CO., INC. and FIRST OF MICHIGAN CORPORATION. Melissa is a licensed securities agent in Michigan and has passed the Series 7, Series 63, SIE and Series 99TO exams. In addition to her registration with Raymond James & Associates, Inc., Melissa also holds several other industry designations. Melissa is a highly experienced financial advisor with a strong track record of success.
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.
Please see note in schedule d - miscellaneous
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
MI
10/14/1999 - Present
Raymond James & Associates, Inc. (SOUTHFIELD MI)
NY
01/01/1999 - 09/27/1999
FAHNESTOCK & CO., INC. (NEW YORK NY)
MI
04/16/1998 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
MI
10/11/1992 - 04/08/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 12/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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