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Shawna Leigh Melvin

American Enterprise Investment Services Inc.

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About Shawna Leigh Melvin

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.

Firm Information

Shawna Melvin is currently registered with American Enterprise Investment Services Inc.. American Enterprise Investment Services Inc. is a Corporation formed in April 1990, registered to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been approved for SEC registration and has been involved in 11 regulatory and civil disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Shawna Melvin’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shawna Leigh Melvin.
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