Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Glazner is a financial advisor with Stifel, Nicolaus & Company, Inc. Melissa has been in the financial services industry since 1996. She is registered with both FINRA and the SEC and has a variety of licenses and registrations in several states. Melissa offers a range of services, including financial planning, investment management, and pension consulting. Melissa has a strong track record of success in helping clients reach 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.
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
AL
08/14/2009 - Present
Stifel, Nicolaus & Company, Inc. (MOBILE AL)
AL
06/22/2006 - 08/14/2009
UBS FINANCIAL SERVICES INC. (MOBILE AL)
NY
10/08/1996 - 09/28/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 07/24/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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