Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Townes is a financial advisor in Richmond, VA, and has been working in the financial services industry since 2006. Melissa is currently registered with Ameriprise Financial Services, LLC. Prior to joining Ameriprise Financial Services, Melissa has worked with Morgan Stanley, Sanders Morris Harris LLC, Davenport & Company LLC, Wells Fargo Securities, LLC, UBS Financial Services Inc. and Wachovia Securities, LLC. Melissa is licensed in 33 states and holds Series 7, SIE and Series 66 licenses. She is a registered investment advisor in Pennsylvania, Texas, and Virginia. Melissa has been with Ameriprise Financial Services, LLC since 2020. Melissa specializes in providing financial planning, portfolio management, and educational seminars.
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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VA
07/22/2019 - Present
Ameriprise Financial Services, LLC (RICHMOND VA)
VA
03/10/2016 - 03/19/2018
MORGAN STANLEY (RICHMOND VA)
VA
05/13/2015 - 03/01/2016
SANDERS MORRIS HARRIS LLC (HENRICO VA)
VA
12/23/2014 - 03/19/2015
DAVENPORT & COMPANY LLC (RICHMOND VA)
VA
09/20/2010 - 01/06/2015
WELLS FARGO SECURITIES, LLC (RICHMOND VA)
VA
01/25/2008 - 08/03/2009
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
VA
05/25/2005 - 01/02/2008
WACHOVIA SECURITIES, LLC (MCLEAN VA)
BOTH
Issued 07/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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