Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Meli is an Investment Advisor Representative with Wells Fargo Advisors Financial Network, LLC. Stephen has been in the financial industry since 2001. Stephen is licensed to conduct investment related business in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming.
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
CA
10/04/2012 - Present
Wells Fargo Advisors Financial Network, LLC (WESTLAKE VILLAGE CA)
CA
10/23/2009 - 10/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE VILLAGE CA)
CA
09/30/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WESTLAKE VILLAGE CA)
NY
07/13/2001 - 10/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/20/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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