Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Schoen is a financial advisor with over 18 years of experience in the industry. Melissa is currently registered with Wells Fargo Clearing Services, LLC and holds Series 6, 7, 63 and 66 licenses. Melissa has also previously held registrations with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and State Farm VP Management Corp. Melissa is a CERTIFIED FINANCIAL PLANNER™ professional. Melissa is a Registered Representative and Investment Advisor Representative at Wells Fargo Clearing Services, LLC.
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
AZ
06/26/2023 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
02/01/2022 - 06/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
08/23/2018 - 12/01/2021
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
AZ
06/21/2011 - 10/24/2017
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
IL
01/22/2004 - 05/13/2011
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MN
09/10/2003 - 11/07/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 11/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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