Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melody? Claim Your ProfileMelody Angel Wallace is a registered representative with Wells Fargo Clearing Services, LLC in Temple, TX. Melody has been in the securities industry since November 6, 2018. Melody has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7). Melody holds licenses in many states and is currently registered with FINRA. Melody's firm, Wells Fargo Clearing Services, LLC is a large firm headquartered in St. Louis, MO, with over 14,000 employees and $558.5 billion in assets under management. The firm provides financial planning, portfolio management, and investment consulting services to a wide range of clients.
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.
Investment consulting services to institutional clients
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
TX
06/17/2019 - Present
Wells Fargo Clearing Services, LLC (TEMPLE TX)
BOTH
Issued 06/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Melody Wallace is the right advisor for you? Invested Better is here to help.
