Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Schultz is a financial professional with over 10 years of experience in the industry. Melissa currently works as a registered representative with Ameriprise Financial Services, LLC. Melissa has a strong background in financial planning and portfolio management and has helped many individuals and families achieve their financial goals. Melissa is committed to providing her clients with personalized service and a comprehensive approach to financial planning.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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MI
03/14/2024 - Present
Ameriprise Financial Services, LLC (Cadillac MI)
MI
11/19/2019 - 06/17/2022
CENTENNIAL SECURITIES COMPANY, INC. (GRAND RAPIDS MI)
MI
07/21/2015 - 11/20/2019
FB EQUITY SALES CORPORATION OF MICHIGAN (LANSING MI)
MI
09/27/2012 - 06/09/2015
WADDELL & REED (GRAND RAPIDS MI)
MI
10/25/2011 - 09/25/2012
SIGMA FINANCIAL CORPORATION (CADILLAC MI)
MI
06/16/2009 - 10/26/2011
CENTAURUS FINANCIAL, INC. (CADILLAC MI)
IA
Issued 06/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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