Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
33 years
Location
Bland, MO
RBC Capital Markets
Institution
Melissa Pleasants is a financial advisor at RBC Capital Markets with 33 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked with firms including Berkshire Hathaway HomeServices Select Properties and MassMutual. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering a variety of advisory programs with tailored strategies that utilize both in-house and third-party investment managers.
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
In limited circumstances, fixed dollar amount fee options available for RBC WM Advice Fee, negotiated per client
$0 - $25,000: $25,000+:
Account minimum: $25,000 - $600,000 depending on program and strategy Fee-only: RBC Advisor and Portfolio Focus: RBC WM Advice Fee up to 2.50% annually (tiered by asset level, negotiable)
Bland, MO
Bland MO
Advisors at this office
1
Missouri · Texas
33 years of industry experience
RBC Capital Markets, LLC.
2019 - Present • 7 years
St. Louis, MO
Berkshire Hathaway HomeServices Select Properties
2018 - 2018 • 1 year
Saint Charles, MO
Mass Mutual Investors Services
2017 - 2018 • 1 year
Charlotte, NC
MassMutual
2016 - 2018 • 2 years
Charlotte, NC
UBS Financial Services
2007 - 2014 • 7 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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