Melissa Giles is a CFP-designated registered investment advisor, based in Houston, TX, with 18 years of industry experience.
Location
811 Louisiana Street, Suite 2420, Houston, TX, 77002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melissa is a registered representative with Saxony Securities, Inc. and an AVP/Director of Portfolio Management with Americana Partners, LLC, dedicating full-time hours to the latter. She also holds an insurance license but is a non-producer.
Employment History
Current Registrations
Saxony Securities, INC.Broker
Saxony Securities, INC.
Americana Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan StanleyBroker
Morgan Stanley
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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