Melissa Océan (CRD# 2312324) is an Investment Advisor Representative working at Abundant Wealth Strategies in Las Vegas, NV and has over 31 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Abundant Wealth Capital Management, LLC | Las Vegas, NV | Jul 2018 - Current | 5 |
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2017 - Current | 6 |
| Laurel Wealth Advisors D/b/a Abundant Wealth Strategies | Las Vegas, NV | Nov 2017 - Jul 2018 | < 1 |
| Wells Fargo Advisors Financial Network LLC | Las Vegas, NV | May 2009 - Nov 2017 | 8 |
| Attanasio Capital Management, LLC | Las Vegas, NV | Dec 2008 - Nov 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1993 |
- CA
- NV
- TX
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts301ACCOUNTS
-
Average Account Value$218,057
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NV, TX
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