Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Russell is a financial advisor with Stifel, Nicolaus & Company, Inc. Melissa has been in the industry since 2009. Melissa is licensed to provide financial advice in the state of Michigan and has a Series 7, Series 31, Series 66, Series 9, and Series 10 licenses. Melissa previously worked for WELLS FARGO ADVISORS. Melissa has a total of 6 approved SRO registrations, 1 approved FINRA registration, and 46 approved state registrations. Melissa is also registered as an Investment Advisor Representative. Melissa is a notary public and notarizes documents for Stifel clients.
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.
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.
1
2
MI
12/08/2016 - Present
Stifel, Nicolaus & Company, Inc. (SOUTHFIELD MI)
MI
10/02/2009 - 12/15/2016
WELLS FARGO ADVISORS (NORTHVILLE MI)
BOTH
Issued 12/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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