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Melissa Scheuerman

COREBRIDGE CAPITAL SERVICES
HOUSTON, TX
·CRD# 3218288·25 years experience

Professional Summary

Melissa Scheuerman, who also goes by Melissa M Hamilton, Melissa Marie Hamilton, Melissa Marie Scheuerman, is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Melissa M Hamilton, Melissa Marie Hamilton, Melissa Marie Scheuerman

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

25 years in the financial services industry

Current & Past Employments

COREBRIDGE CAPITAL SERVICES, INC.·CRD# 13158
BD
2929 Allen Parkway, Houston, TX 77019
February 21, 2024 - Present
BEACON CAPITAL MANAGEMENT, INC.·CRD# 120641
RIA
Dayton, OH
February 3, 2022 - February 15, 2024
SPC·CRD# 110692
RIA
West Des Moines, IA
April 26, 2013 - November 3, 2021
SAMMONS FINANCIAL NETWORK, LLC·CRD# 158538
BD
West Des Moines, IA
January 30, 2012 - February 15, 2024
BNY MELLON ADVISORS, INC.·CRD# 106108
RIA
Malvern, PA
January 21, 2011 - May 31, 2011
PERSHING LLC·CRD# 7560
BD
Malvern, PA
January 21, 2011 - May 31, 2011
DIRECTED SERVICES LLC·CRD# 21675
RIA
Des Moines, IA
November 25, 2009 - December 31, 2010
DIRECTED SERVICES LLC·CRD# 21675
BD
Des Moines, IA
September 21, 2001 - December 31, 2010

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Current Firm

CC
COREBRIDGE CAPITAL SERVICES, INC.

AIG CAPITAL SERVICES, INC. | SUNAMERICA CAPITAL SERVICES, INC. | INTEGRATED RESOURCES CAPITAL SERVICES, INC. | INTEGRATED CAPITAL SERVICES, INC. | COREBRIDGE CAPITAL SERVICES, INC. | AIG SUNAMERICA CAPITAL SERVICES, INC.

CRD#: 13158 / SEC#: 8-28733
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

Contact Information

Main Address

30 Hudson Street 18th Floor, Jersey City, NJ 07302

Mailing Address

30 Hudson Street 18th 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

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
AMERICAN GENERAL LIFE INSURANCE COMPANYSHAREHOLDER—
BURNETTE, CYNTHIA LEACHIEF FINANCIAL OFFICER1863103
FORTEY, MICHAELCHIEF COMPLIANCE OFFICER2304969
NASTA, CHRISTINA MARIEPRESIDENT2736888

Disclosures

Regulatory Event

1

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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

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(2/21/2024)
RR
Alaska
(2/21/2024)
RR
Arizona
(2/21/2024)
RR
Arkansas
(2/21/2024)
RR
California
(2/21/2024)
RR
Colorado
(2/21/2024)
RR
Connecticut
(2/21/2024)
RR
Delaware
(2/21/2024)
RR
District of Columbia
(2/21/2024)
RR
Florida
(2/21/2024)
RR
Georgia
(2/21/2024)
RR
Hawaii
(2/21/2024)
RR
Idaho
(2/21/2024)
RR
Illinois
(2/21/2024)
RR
Indiana
(2/21/2024)
RR
Iowa
(2/21/2024)
RR
Kansas
(2/21/2024)
RR
Kentucky
(2/21/2024)
RR
Louisiana
(2/21/2024)
RR
Maine
(2/21/2024)
RR
Maryland
(2/21/2024)
RR
Massachusetts
(2/21/2024)
RR
Michigan
(2/21/2024)
RR
Minnesota
(2/21/2024)
RR
Mississippi
(2/21/2024)
RR
Missouri
(2/21/2024)
RR
Montana
(2/21/2024)
RR
Nebraska
(2/21/2024)
RR
Nevada
(2/21/2024)
RR
New Hampshire
(2/21/2024)
RR
New Jersey
(2/21/2024)
RR
New Mexico
(2/21/2024)
RR
New York
(2/21/2024)
RR
North Carolina
(2/21/2024)
RR
North Dakota
(2/21/2024)
RR
Ohio
(2/21/2024)
RR
Oklahoma
(2/21/2024)
RR
Oregon
(2/21/2024)
RR
Pennsylvania
(2/21/2024)
RR
Rhode Island
(2/21/2024)
RR
South Carolina
(2/21/2024)
RR
South Dakota
(2/21/2024)
RR
Tennessee
(2/21/2024)
RR
Texas
(2/21/2024)
RR
Utah
(2/21/2024)
RR
Vermont
(2/21/2024)
RR
Virginia
(2/21/2024)
RR
Washington
(2/21/2024)
RR
West Virginia
(2/21/2024)
RR
Wisconsin
(2/21/2024)
RR
Wyoming
(2/21/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2009About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2001About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2001About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Mar 2002About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

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