Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Rose Loest is a financial advisor who has been in the industry since December 23, 2014. Melissa has a Series 7 and Series 66 license and has been registered with Edward Jones since January 7, 2014. She is currently registered with the state of Iowa and Texas, and has previously been registered in Colorado, District of Columbia, Florida, Georgia, Illinois, Kansas, Louisiana, Maryland, Minnesota, Missouri, Nebraska, Nevada, New York and Texas. Melissa specializes in financial planning, pension consulting and selection of other advisors. She is also a registered representative of Edward Jones, which offers a wide range of investment products and services, including mutual funds, stocks, bonds, and retirement planning.
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.
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.
See schedule d - miscellaneous
1
2
IA
01/11/2019 - Present
Edward Jones (GUTHRIE CENTER IA)
IA
01/07/2014 - 10/29/2014
EDWARD JONES (AMES IA)
BOTH
Issued 01/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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