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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melody? Claim Your ProfileMelody Beth Harris is a financial advisor with Morgan Stanley. Melody has been a registered representative since 1996. Melody has experience in various areas of financial services, including investment advisory and brokerage services. Melody has worked for several firms during her career, including WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., MORGAN STANLEY DW INC., QUICK & REILLY, INC., PNC BROKERAGE CORP, SALOMON SMITH BARNEY INC., and PRUDENTIAL SECURITIES INCORPORATED. Melody is registered to provide investment advisory and brokerage services in several states. Melody has a strong track record of helping clients reach their financial goals. Melody is committed to providing her clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
09/21/2016 - Present
Morgan Stanley (Mount Laurel NJ)
NJ
04/24/2013 - 10/04/2016
WELLS FARGO ADVISORS, LLC (MARLTON NJ)
FL
01/01/2008 - 04/08/2013
WELLS FARGO ADVISORS, LLC (CLEARWATER FL)
FL
03/29/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CLEARWATER FL)
NY
03/04/2002 - 03/23/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/29/2001 - 03/15/2002
QUICK & REILLY, INC. (NEW YORK NY)
PA
04/13/1999 - 04/04/2001
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
09/11/1998 - 11/09/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/25/1996 - 01/22/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 12/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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