Melissa Schoen

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 11/2021
  Wells Fargo Bank, N.A.
  Scottsdale, AZ
• 11/2016 → 11/2021
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ
• 01/2022 → 06/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 02/2022 → 06/2023
  Bank Of America, N.A.
  Scottsdale, AZ
• 06/2023 → Present
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ

Previous Registrations

• 2022-02-01 → 2023-06-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 2018-08-24 → 2021-12-01
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Scottsdale, AZ
  Tarpon Springs, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-11-12
• S63 Uniform Securities Agent State Law Examination
  2003-10-23

Designations

• Certified Financial Planner

Other Names

• Melissa Ann Hanson
• Melissa Shaw
• Melissa Ann Shaw
• Melissa Shaw Schoen