Melissa Scheuerman

COREBRIDGE CAPITAL SERVICES

Houston, TX 77019

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CRD#: 3218288

Professional summary

Melissa Scheuerman, who also goes by Melissa M Hamilton, Melissa Marie Hamilton, Melissa Marie Scheuerman, is a registered financial professional currently at COREBRIDGE CAPITAL SERVICES, INC. located in Houston, Texas.

Melissa is registered as a RR (Registered Representative) and started their career in finance in 2001. Melissa has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Melissa M Hamilton | Melissa Marie Hamilton | Melissa Marie Scheuerman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) SAMMONS FINANCIAL NETWORK; Vp - Head of Business and Sales Development; WEST DES MOINES, IA

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Melissa Scheuerman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 21, 2024 - Present

COREBRIDGE CAPITAL SERVICES, INC.

Office #1: 2929 Allen Parkway, Houston, TX 77019

CRD#: 13158

Houston, TX

Past

February 3, 2022 - February 15, 2024

BEACON CAPITAL MANAGEMENT, INC.

RIA

CRD#: 120641

DAYTON, OH

Past

April 26, 2013 - November 3, 2021

SPC

RIA

CRD#: 110692

WEST DES MOINES, IA

Past

January 30, 2012 - February 15, 2024

SAMMONS FINANCIAL NETWORK, LLC

CRD#: 158538

WEST DES MOINES, IA

Past

January 21, 2011 - May 31, 2011

BNY ADVISORS

RIA

CRD#: 106108

MALVERN, PA

Past

January 21, 2011 - May 31, 2011

PERSHING LLC

CRD#: 7560

MALVERN, PA

Past

November 25, 2009 - December 31, 2010

DIRECTED SERVICES LLC

RIA

CRD#: 21675

DES MOINES, IA

Past

September 21, 2001 - December 31, 2010

DIRECTED SERVICES LLC

CRD#: 21675

DES MOINES, IA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(2/21/2024)

Alaska
(2/21/2024)

Arizona
(2/21/2024)

Arkansas
(2/21/2024)

California
(2/21/2024)

Colorado
(2/21/2024)

Connecticut
(2/21/2024)

Delaware
(2/21/2024)

District of Columbia
(2/21/2024)

Florida
(2/21/2024)

Georgia
(2/21/2024)

Hawaii
(2/21/2024)

Idaho
(2/21/2024)

Illinois
(2/21/2024)

Indiana
(2/21/2024)

Iowa
(2/21/2024)

Kansas
(2/21/2024)

Kentucky
(2/21/2024)

Louisiana
(2/21/2024)

Maine
(2/21/2024)

Maryland
(2/21/2024)

Massachusetts
(2/21/2024)

Michigan
(2/21/2024)

Minnesota
(2/21/2024)

Mississippi
(2/21/2024)

Missouri
(2/21/2024)

Montana
(2/21/2024)

Nebraska
(2/21/2024)

Nevada
(2/21/2024)

New Hampshire
(2/21/2024)

New Jersey
(2/21/2024)

New Mexico
(2/21/2024)

New York
(2/21/2024)

North Carolina
(2/21/2024)

North Dakota
(2/21/2024)

Ohio
(2/21/2024)

Oklahoma
(2/21/2024)

Oregon
(2/21/2024)

Pennsylvania
(2/21/2024)

Rhode Island
(2/21/2024)

South Carolina
(2/21/2024)

South Dakota
(2/21/2024)

Tennessee
(2/21/2024)

Texas
(2/21/2024)

Utah
(2/21/2024)

Vermont
(2/21/2024)

Virginia
(2/21/2024)

Washington
(2/21/2024)

West Virginia
(2/21/2024)

Wisconsin
(2/21/2024)

Wyoming
(2/21/2024)

Exams

State Security Law Exam

IAR

Series 65

Date: 11/23/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/14/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/20/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/22/2002

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158 / SEC#: , 8-28733

Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

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Contact information

Main Address

30 Hudson Street 16th Floor, Jersey City, NJ 07302

Mailing Address

30 Hudson Street 16th Floor, Jersey City, NJ 07302

Phone number

(201) 324-6300

Established

Delaware since 11/05/1982

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
SUNAMERICA ASSET MANAGEMENT, LLC.	SHAREHOLDER
BURNETTE, CYNTHIA LEA	CHIEF FINANCIAL OFFICER	1863103
FORTEY, MICHAEL	CHIEF COMPLIANCE OFFICER	2304969
NASTA, CHRISTINA MARIE	PRESIDENT	2736888

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Melissa Scheuerman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Melissa Scheuerman's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON CAPITAL MANAGEMENT, INC.

SPC

SAMMONS FINANCIAL NETWORK, LLC

BNY ADVISORS

PERSHING LLC

DIRECTED SERVICES LLC

DIRECTED SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/23/2009

Series 63

Date: 11/14/2001

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 6

Date: 9/20/2001

Series 26

Date: 3/22/2002

FINRA

Current Firm

COREBRIDGE CAPITAL SERVICES, INC.

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

COREBRIDGE CAPITAL SERVICES, INC.

TRUST BUT VERIFY

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