Unclaimed
Shawna Leigh Melvin is a financial advisor who has been active in the financial services industry since April 12, 2003. Currently, Shawna is registered with American Enterprise Investment Services Inc. as a broker-dealer. Prior to joining American Enterprise Investment Services Inc., Shawna was registered with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Shawna is licensed in Minnesota and holds the Series 6, Series 63 and SIE licenses.
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.
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.
1
2
MN
02/28/2018 - Present
American Enterprise Investment Services Inc. (Minneapolis MN)
MN
10/20/2004 - 02/28/2018
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
10/20/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CO
03/12/2003 - 09/17/2004
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 03/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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