Melissa (Missy) Steffen is the Complex Administrative Assistant it the Waddell & Reed Northwestern WA / Alaska market, who focuses on ensuring operational components of the sales office are efficient. She assists in growing the office, retaining clients, as well as, supporting the Complex Manager. Prior, Missy worked in management with a heavy influence in customer satisfaction as well as, direct motivation of sales staff. She attended Washington State University where she studied in the business department.
Missy acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18