Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Miller is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Melissa has been in the financial industry since 2011 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Melissa is licensed in multiple states. In addition to her work as a financial advisor, Melissa is also the 100% owner of Reutzel & Company, LLC, an investment-related business in Arroyo Grande, CA.
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.
1
2
CA
10/18/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LONG BEACH CA)
CA
11/15/2011 - 10/14/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN LUIS OBISPO CA)
CA
06/29/2011 - 11/14/2011
EDWARD JONES (PISMO BEACH CA)
BOTH
Issued 07/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Miller is the right advisor for you? Invested Better is here to help.
