Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Clayville is a financial advisor at Robert W. Baird & Co. Inc. Melissa has been in the industry since 2000 and holds Series 63, 65, 7, 9, 10, 31, and SIE licenses. Melissa has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Melissa is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Melissa works in the Salt Lake City office of Robert W. Baird & Co. Inc..
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
UT
08/15/2011 - Present
Robert W. Baird & Co. Inc. (SALT LAKE CITY UT)
UT
06/01/2009 - 08/17/2011
MORGAN STANLEY SMITH BARNEY (SALT LAKE CITY UT)
UT
11/03/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
CA
08/22/2003 - 09/30/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
07/03/2000 - 08/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 05/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Melissa Clayville is the right advisor for you? Invested Better is here to help.
