Melissa A. Gavre
Professional summary
Melissa Ann Gavre, who also goes by Melissa Ann Espejo, Melissa A Stewart, is a registered financial professional currently at MCNALLY FINANCIAL SERVICES CORPORATION located in San Antonio, Texas.
Melissa is registered as a RR (Registered Representative) and started their career in finance in 1994. Melissa has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Melissa Ann Gavre's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 18, 2018 - Present
MCNALLY FINANCIAL SERVICES CORPORATION
Office #1: 16414 San Pedro Suite 930, San Antonio, TX 78232July 19, 2011 - June 13, 2017
CETERA INVESTMENT SERVICES LLC
July 25, 1994 - July 27, 2011
AMERITAS INVESTMENT COMPANY, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/25/2023)
Exams
FINRA
Current Firm
MCNALLY FINANCIAL SERVICES CORPORATION
CRD#: 121196 / SEC#: , 8-65388
Contact information
FINRA licenses (43 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MCNALLY, DAVID DORN | CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER | 839798 |
Regulatory assets under management
| Total Number of Accounts | 142 |
| AUM (Assets Under Management) | $ 25,149,615 |
Disclosures
| Regulatory Event | 5 |
Red Flags
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