Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Saleeby is a financial advisor who has been working in the financial services industry since 1998. Melissa currently works at Ameriprise Financial Services, LLC and is registered to provide investment advice in 28 states. Melissa is a licensed securities professional with licenses including the Series 7, Series 6, and Series 66. Prior to working at Ameriprise, Melissa has also worked at Morgan Stanley, Citigroup Global Markets Inc., and Wachovia Securities, LLC. Melissa has extensive experience providing financial planning, portfolio management for individuals and businesses, pension consulting, and asset allocation services. Melissa is a licensed securities professional with licenses including the Series 7, Series 6, and Series 66. Melissa is a licensed securities professional with licenses including the Series 7, Series 6, and Series 66.
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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2
NC
06/23/2015 - Present
Ameriprise Financial Services, LLC (Charlotte NC)
NC
06/01/2009 - 07/09/2015
MORGAN STANLEY (CHARLOTTE NC)
NC
04/28/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
NC
10/01/2000 - 04/28/2009
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
NC
12/15/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 04/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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