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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melynda? Claim Your ProfileMelynda Crozier is a financial advisor with over 20 years of experience in the industry. Melynda is a registered representative of Wells Fargo Clearing Services, LLC, and has held licenses with numerous firms throughout her career. She is also a licensed investment advisor representative in Michigan. Melynda specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutions. She is passionate about helping clients achieve their financial goals and has a strong commitment to providing personalized service.
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.
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2
MI
08/31/2017 - Present
Wells Fargo Clearing Services, LLC (GRAND RAPIDS MI)
MI
11/01/2016 - 08/28/2017
REGULUS ADVISORS, LLC (KENTWOOD MI)
AZ
09/02/2011 - 07/28/2015
OPTIONSXPRESS, INC. (PHOENIX AZ)
AZ
01/28/2000 - 07/28/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
NE
03/18/1998 - 12/08/1999
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 12/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2011
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1998
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
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