Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Whalen is an investment advisor representative at Wells Fargo Investment Institute, Inc. Melissa is registered with the state of Pennsylvania and has been in the industry since December 2008. Melissa has passed the Uniform Investment Adviser Law Examination. Melissa specializes in investment advisory services to high net worth individuals and corporations. She offers portfolio management services for individuals and businesses, as well as publication of periodicals and selection of other advisors. Melissa has experience working with insurance companies, charitable organizations, pension and profit sharing plans, state or municipal government entities, and individuals other than high net worth individuals.
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.
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.
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PA
04/29/2022 - Present
Wells Fargo Investment Institute, Inc. (Wyomissing PA)
IA
Issued 04/29/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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