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 is currently registered with Cetera Investment Advisers LLC as an Investment Advisor Representative and is licensed to offer financial services in Colorado, Florida, Georgia, Indiana, Tennessee, and Texas. Melissa has a deep understanding of the financial markets and a commitment to providing her clients with personalized financial advice. Prior to joining Cetera, Melissa worked as a Financial Advisor at Morgan Stanley, LPL Financial LLC, and Park Avenue Securities. Melissa has extensive experience in developing financial plans, managing investments, and providing insurance solutions. She is committed to building long-term relationships with her clients and helping them achieve their financial goals.
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 2/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/9/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/16/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/2017
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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