Melissa Jean Stein

Current Employers

Employment History

• 11/2015 → 11/2022
  Mid Atlantic Capital Coproration
  Canonsburg, PA
• 11/2015 → 11/2021
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
• 02/2009 → Present
  Stein Wealth Advisers, Llc
  Canonsburg, PA
• 11/2021 → 11/2022
  Newedge Advisors Llc
  New Orleans, LA
• 12/2022 → Present
  Lpl Financial Llc
  Canonsburg, PA

Previous Registrations

• 2021-11-01 → 2022-12-05
  Newedge Advisors
  New Orleans, LA
  Canonsburg, PA
• 2015-11-13 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Mcmurray, PA
  Mcmurray, PA
  Pittsburgh, PA
  Canonsburg, PA
• 2008-07-03 → 2015-11-18
  Cetera Advisors Llc
  Greenwood Village, CO
  Mcmurray, PA
  Canonsburg, PA
  Overland Park, KS
• 2009-02-24 → 2009-03-11
  H Financial Management
  Canonsburg, PA
• 2005-09-16 → 2008-07-08
  Ameriprise Financial Services, Llc
  Sewickley, PA
  Canonsburg, PA

Other Businesses

1) 12/01/2022 - Stein Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 12/01/2022 - Stein Wealth Advisors - Non-Variable Insurance - Agent selling Life, Health, DI, LTC, Annuities through Crump - Canonsburg, PA 15317 - Investment related - 2 Hours per month - Start date: 02/2009. 3) 12/01/2022 - Stein Wealth Management, LLC - Owner - 1701 & 1702 Ashwood Drive, Canonsburg, PA 15317 - Investment related - 1 Hour per month Start date: 11/2019.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-15

Designations

Other Names

• Melissa Jean Ackerman