Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Rosas is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Melissa has been in the financial industry since February 2014. Melissa is licensed in Illinois. Melissa has experience with investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Melissa also has experience with various products and services, including variable contracts, mutual funds, ETFs, stocks, bonds, options, and annuities.
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.
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.
Investment consulting services to institutional clients
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.
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2
IL
08/28/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OAK BROOK IL)
AZ
01/14/2022 - 06/27/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
MN
01/14/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
01/14/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
01/13/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
IL
11/29/2016 - 01/13/2022
U.S. BANCORP INVESTMENTS, INC. (ELMHURST IL)
IL
12/26/2013 - 11/30/2016
J.P. MORGAN SECURITIES LLC (BENSENVILLE IL)
BC
Issued 02/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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