Melody Bliss (CRD# 7048296) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Tacoma, WA and has over 5 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Olympia, WA | Feb 2024 - Current | < 1 |
| Cuso Financial Services, LP | San Diego, CA | Jan 2022 - Feb 2024 | 2 |
| Key Investment Services | Shelton, WA | Jun 2020 - Jan 2022 | 1 |
| Keybank | Shelton, WA | May 2020 - Jan 2022 | 1 |
| Wells Fargo Clearing Services,llc | Lacey, WA | Nov 2018 - May 2020 | 1 |
| Wells Fargo Bank, Na | Lacey, WA | Nov 2016 - May 2020 | 3 |
| Home Maker | Olympia, WA | Sep 2014 - Nov 2016 | 2 |
| Glow Golf | Colorado Springs, CO | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- WA
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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