Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Wheeler is a financial advisor with Kestra Investment Services, LLC. She has been in the industry since 2010 and has experience in both brokerage and investment advisory services. Melissa is registered with the state of Texas and holds Series 6, 7, 63, and SIE licenses. Melissa has been with Kestra Investment Services, LLC since 2014, before that she worked for Argentus Securities, LLC and Lincoln Financial Securities Corporation. Melissa is dedicated to providing her clients with personalized financial advice 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.
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.
1
2
TX
04/03/2014 - Present
Kestra Investment Services, LLC (DALLAS TX)
TX
05/05/2011 - 07/29/2013
ARGENTUS SECURITIES, LLC (DALLAS TX)
TX
08/18/2009 - 10/18/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (PLANO TX)
BC
Issued 07/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Wheeler is the right advisor for you? Invested Better is here to help.
