Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Williams Thomas is an advisor at Ameriprise Financial Services, LLC, specializing in providing financial guidance to individuals, families, and businesses. Melissa has been in the financial services industry since 2004 and is a CERTIFIED FINANCIAL PLANNER™ professional. Melissa has experience working with a wide range of clients, including individuals, families, businesses, and non-profit organizations. She is dedicated to helping clients achieve their financial goals, whether it is planning for retirement, saving for college, or managing investments.
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.
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2
LA
04/25/2014 - Present
Ameriprise Financial Services, LLC (BATON ROUGE LA)
MS
09/11/2006 - 04/28/2009
AMERIPRISE FINANCIAL SERVICES, INC. (JACKSON MS)
MS
04/27/2006 - 07/17/2006
AMERIPRISE FINANCIAL SERVICES, INC. (JACKSON MS)
TX
07/06/2004 - 05/20/2005
NFP SECURITIES, INC. (AUSTIN TX)
FL
02/14/2003 - 09/25/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MA
07/30/2002 - 10/09/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 05/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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