Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Wilcox is a financial advisor at Edward Jones, providing investment advice and financial planning services for individual clients and businesses. Melissa has been a registered representative since 2023 and has over 16 years of experience in the financial services industry. Melissa has specialized expertise in providing financial planning services, including retirement planning, college savings, and estate planning. Melissa is a Series 66 and Series 65 licensed professional and holds a Series 7TO license, indicating that Melissa can provide a broad range of investment products and services. Melissa is committed to helping clients achieve their financial goals and build a secure financial future.
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.
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.
See schedule d - miscellaneous
1
2
WA
02/15/2023 - Present
Edward Jones (WALLA WALLA WA)
BOTH
Issued 04/18/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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