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Melissa R Greer

Wells Fargo Clearing Services, LLC

The Woodlands, TX

Tarpon Springs, FL

The Woodlands, TX

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-04-26
  • TX RA
    APPROVED
    Since 2013-04-26

Branch Locations

1800 Hughes Landing Blvd 3Rd Floor, The Woodlands, TX 77380 • United States

101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States

The Woodlands, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Houston TX 11/2012 11/2016
Wells Fargo Clearing Services, Llc Houston TX 11/2016 Present
Previous Registrations
  • 2004-01-02 → 2004-03-30
    Banc One Securities Corporation
    The Woodlands, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-25
S65 Uniform Investment Adviser Law Examination 2003-12-19
S63 Uniform Securities Agent State Law Examination 2001-03-21
  • S66 Uniform Combined State Law Examination
    2013-04-25
  • S65 Uniform Investment Adviser Law Examination
    2003-12-19
  • S63 Uniform Securities Agent State Law Examination
    2001-03-21
Other Names
  • Melissa Haase
  • Melissa R Haase
  • Melissa R Haase

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

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