Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Short is an investment advisor representative with Ameriprise Financial Services, LLC. Melissa has been in the financial industry for over 10 years. Melissa is a Series 7 and Series 66 licensed investment advisor. Melissa is registered in 28 states including Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Kentucky, Maryland, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Oregon, South Carolina, Texas, Utah, and Washington. In addition to Ameriprise Financial Services, LLC, Melissa has previously been employed by Edward Jones and UBS Financial Services Inc.
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.
Asset allocation services
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.
1
2
AZ
07/08/2019 - Present
Ameriprise Financial Services, LLC (Yuma AZ)
MO
01/28/2016 - 04/21/2016
EDWARD JONES (ST. LOUIS MO)
AZ
08/15/2008 - 11/17/2008
UBS FINANCIAL SERVICES INC. (TUSCON AZ)
BOTH
Issued 06/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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