Melody Lea Terrell

Employer firm

Midwestern Securities Trading Company, LLC CRD 101080

$1.98B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PORTFOLIO MANAGEMENT FOR 401(K) RETIREMENT PLANS DEFINED IN SECTION 3(38) OF ERISA RULES

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

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

Current Employers

Employment History

• 01/2016 → 06/2021
  O & G Financial Consulting, Inc.
  Minier, IL
• 08/2016 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 12/2017 → Present
  Cetera Investment Advisers, Llc
  Schaumburg, IL
• 05/2023 → Present
  Midwestern Securities Trading Company Llc
  East Peoria, IL
• 05/2023 → Present
  The First National Bank In Tremont
  Tremont, IL

Previous Registrations

• 2017-12-05 → 2023-05-19
  Cetera Investment Advisers Llc
  Minier, IL

Other Businesses

1) THE FIRST NATIONAL BANK IN TREMONT; 134 S SAMPSON ST. TREMONT, IL 61568; STARTED 05/2023; INVESTMENT RELATED; FINANCIAL ADVISOR; APPROX 40 HOURS/WEEK BOTH DURING AND OUTSIDE MARKET HOURS. 2) MELALEUCA WELLNESS COMPANY; 4609 WEST 65TH SOUTH, IDAHO FALLS, ID 83402; STARTED 07/2010; MARKETING, NOT INVESTMENT-RELATED; MARKETING EXECUTIVE DIRECTOR III; APPROX 0 HOURS/WEEK BOTH DURING AND OUTSIDE MARKET HOURS; RECEIVE COMMISSIONS - SOLICITED FOR COMPANY AND SIGNED UP NEW MEMBERS. 3) NOTARY PUBLIC; 134 S SAMPSON ST. TREMONT, IL 61568; STARTED 02/2020; NOT INVESTMENT RELATED' NOTARY PUBLIC; APPROX LESS THAN 1 HOURS/WEEK DURING MARKET HOURS; APPROX LESS THAN 1 HOURS/WEEK OUTSIDE MARKET HOURS; WITNESS SIGNATURES AS NEEDED.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-04

Other Names

• Melody Lea Graves