Melissa A. Heathcote
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Melissa Ann Heathcote, who also goes by Melissa Ann Hedrick, Melissa Ann Steigerwald, was a registered financial professional .
Melissa is a previously registered financial professional and started their career in finance in 1995. Melissa had worked at 5 firms and has passed the Series 65, Series 63, Series 55, Series 7 and Series 62 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 20, 2008 - July 9, 2014
CREDO CAPITAL MANAGEMENT, LLC
June 21, 2005 - February 21, 2006
DEUTSCHE BANK SECURITIES INC.
June 28, 2000 - October 20, 2004
WELLS FARGO CLEARING SERVICES, LLC
November 23, 1999 - June 30, 2000
DEUTSCHE BANK SECURITIES INC.
September 1, 1997 - June 13, 2000
DB ALEX. BROWN LLC
June 26, 1995 - September 1, 1997
ALEX. BROWN & SONS INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 55
Date: 7/19/2001
Limited Representative-Equity Trader ExamSeries 62
Date: 6/23/1995
Corporate Securities Limited Representative ExaminationCurrent Firm
CREDO CAPITAL MANAGEMENT, LLC
CRD#: 131535 / SEC#: 801-67033
Contact information
Red Flags
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