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MT

Melissa K. Triman

CWS INVESTMENTS
NEWPORT BEACH, CA 92660
Some features on this profile are disabled
CRD#: 6236888
MT
Melissa Korin TrimanCWS INVESTMENTS

Professional summary

Melissa Korin Triman, who also goes by Melissa Korin Hammonds, Melissa Korin Triman, is a registered financial professional currently at CWS INVESTMENTS located in Newport Beach, California.

Melissa is registered as a RR (Registered Representative) and started their career in finance in 2026. Melissa has worked at 1 firm and has passed the Series 7TO and SIE exams.

Aliases

Melissa Korin Hammonds | Melissa Korin Triman

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 Korin Triman's CRS (Customer Relationship Summary).
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 6, 2026 - Present

CWS INVESTMENTS

Office #1: 14 Corporate Plaza Drive Suite 210, Newport Beach, CA 92660
RIA
BD
CRD#: 23551
NEWPORT BEACH, CA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 12/11/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/11/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CWS INVESTMENTS
CLAYTON, WILLIAMS & SHERWOOD INVESTMENTS | CWS INVESTMENTS

CRD#: 23551 / SEC#: , 8-40494

California
Registered Investment Advisory firm - SEC (8/30/2013 Approved)
Illinois
Registered Investment Advisory firm - SEC (11/13/2015 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
14 Corporate Plaza, Suite 210 Ste. 210, Newport Beach, CA 92660
Mailing Address
14 Corporate Plaza, Suite 210, Newport Beach, CA 92660
Phone number
(949) 640-4200
Established
California since 10/04/1988
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
27

FINRA licenses (34 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
SHERWOOD, STEVEN JAYPRESIDENT/SECRETARY/CFO1901510
CARMELL, GARY CHARLESVICE PRESIDENT2595391
RUGGLES, MARK RYANCOO/CCO2637412

Disclosures

Regulatory Event2

Red Flags

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

Company Information

CWS INVESTMENTS

CRD#: 23551Newport Beach, CA 92660

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