Melody Lea Terrell
Investment adviser representative at Midwestern Securities Trading Co.,LLC
10 yearsExperience
2 statesRegistered in
$2BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Midwestern Securities Trading Company, LLCMay 2023 to now
- The First National Bank In TremontMay 2023 to now
- Cetera Investment Advisers, LLCDec 2017 to now
- Cetera Financial Specialists LLCAug 2016 to now
- O & G Financial Consulting, Inc.Jan 2016 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Midwestern Securities Trading Co.,LLC
Legal name: Midwestern Securities Trading Company, LLC
$2BAssets managed
11,847Clients
51Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6588630
- Firm CRD
- 101080