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MS

Melissa M. Stover

MARSHBERRY CAPITAL.
Woodmere, OH 44122
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CRD#: 6155694
MS

Professional summary


Melissa Marie Stover, who also goes by Melissa Stover, is a registered financial professional currently at MARSHBERRY CAPITAL, LLC. located in Woodmere, Ohio.

Melissa is registered as a RR (Registered Representative) and started their career in finance in 2013. Melissa has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 14, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Melissa Stover

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Melissa Marie Stover'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

June 4, 2019 - Present

MARSHBERRY CAPITAL, LLC.

Office #1: 28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122
BD
CRD#: 157384
Woodmere, OH
Past

June 7, 2019 - May 17, 2021

MARSHBERRY WEALTH MANAGEMENT LLC

RIA
CRD#: 292829
Woodmere, OH
Past

April 21, 2015 - May 24, 2019

VALMARK ADVISERS, INC.

RIA
CRD#: 108050
AKRON, OH
Past

April 21, 2015 - May 24, 2019

VALMARK SECURITIES, INC.

BD
CRD#: 31243
AKRON, OH
Past

January 1, 2014 - April 10, 2015

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
CLEVELAND, OH
Past

September 24, 2013 - April 10, 2015

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
CLEVELAND, OH

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/2/2021)
RR
Ohio
(6/4/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/28/2013
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MC
MARSHBERRY CAPITAL, LLC.
MARSHBERRY CAPITAL, INC. | MARSHBERRY CAPITAL, LLC.

CRD#: 157384 / SEC#: , 8-68848

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122
Mailing Address
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122
Phone number
(440) 354-3230
Established
Ohio since 11/24/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (45 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MARSH, BERRY & COMPANY, LLCPARENT
HENDERSON, STUART ROBERTFINOP1121476
METZ, MICHAEL JAMESCFO & PRINCIPAL OPERATIONS OFFICER6367067
STOVER, MELISSA MARIECHIEF COMPLIANCE OFFICER6155694
WEPLER, JOHN MARTINCEO5914183

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.

Company Information


MARSHBERRY CAPITAL, LLC.

CRD#: 157384Woodmere, OH 44122

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