Melissa SmithCRD Number: 4480994
Current Firm: Wells Fargo Advisors, LLC
Melissa Smith (CRD# 4480994) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Frontenac, MO and has over 14 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors LLC||St. Louis, MO||Dec 2011 - Current||6|
|Unemployed||St. Louis, MO||Jul 2011 - Dec 2011||< 1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||May 2010 - Jun 2011||1|
|Scott Underwood||St Louis, MO||Apr 2010 - Jun 2011||1|
|Northwestern Mutual Investment Services, LLC||St Louis, MO||Apr 2010 - Jun 2011||1|
|Morgan Stanley Smith Barney||St. Louis, MO||Jun 2009 - Mar 2010||< 1|
|Morgan Stanley & Company, Incorporated||St. Louis, MO||Apr 2007 - Mar 2010||2|
|Morgan Stanley Dw, Inc.||St. Louis, MO||May 2006 - Apr 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
|S63||Uniform Securities State Law Examination||May 2003|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV