Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Shanhouse is a financial professional with over 20 years of experience in the financial services industry. Melissa has held positions at several prominent firms including Morgan Stanley, LPL Financial, Park Avenue Securities, and Guardian Life Insurance Company. Melissa currently is a Registered Representative and Investment Advisor Representative associated with Cetera Investment Advisers 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.
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.
A percentage of the total value of assets under management is charged.
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TX
04/29/2024 - Present
Cetera Investment Advisers LLC (HEATH TX)
TX
03/31/2023 - 03/20/2024
ALLSTATE FINANCIAL SERVICES, LLC (TYLER TX)
NY
03/29/2022 - 03/31/2023
PARK AVENUE SECURITIES LLC (NEW YORK NY)
TX
05/10/2021 - 04/20/2022
LPL FINANCIAL LLC (TYLER TX)
TX
10/04/2013 - 06/03/2021
MORGAN STANLEY (TYLER TX)
TX
03/28/2013 - 10/04/2013
S.G. LONG & COMPANY (PLANO TX)
TX
02/14/2011 - 04/02/2013
EDWARD JONES (PLANO TX)
NY
06/01/2009 - 02/28/2011
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
01/02/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
04/09/2003 - 12/18/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
TX
11/16/2001 - 04/28/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 02/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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