Melissa Whalen (CRD# 7464513) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Wyomissing, PA and has over 2 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 6161273
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Investment Institute, Inc. | Radnor, PA | Nov 2021 - Current | 2 |
| Wells Fargo | Philadephia, PA | Dec 2008 - Nov 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- PA
-
Total Assets Under Management43,998MILLIONS
-
Total Number of Accounts20,338ACCOUNTS
-
Average Account Value$2,163,352
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, VI, VT, WA, WI, WV, WY
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