Melissa Nasri is a registered investment advisor, based in Santa Rosa, CA, with 7 years of industry experience.
Location
Santa Rosa, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Melissa is the treasurer for Mark West School PTA, starting in 2025. She spends about 10-20% of her time attending meetings, counting funds, participating in events, and signing checks.
Employment History
Current Registrations
Transamerica Investors Securities, LLCBroker
February 2026 - Present · 3 mos
Transamerica Retirement Advisors, LLC
February 2026 - Present · 3 mos
Transamerica Investors Securities, LLC
February 2026 - Present · 3 mos
Previous Registrations
Wells Fargo Advisors
April 2021 - January 2026 · 4 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
August 2018 - January 2026 · 7 yrs 5 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.