Melody Lea Terrell
Investment Adviser Representative at Midwestern Securities Trading Co.,llc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Melody Lea Terrell is an investment adviser representative with Midwestern Securities Trading Co.,llc in Tremont, IL, where they have been registered since 2023. They have worked in the securities industry since 2017 and were previously registered with Cetera Investment Advisers LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois, Texas
- Broker:
3 states and territories
Illinois, Minnesota, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- O & G Financial Consulting, Inc.Jan 2016 – Jun 2021Minier, IL
- Cetera Financial Specialists LLCAug 2016 – no end date reportedSchaumburg, IL
- Cetera Investment Advisers, LLCDec 2017 – no end date reportedSchaumburg, IL
- Midwestern Securities Trading Company LLCMay 2023 – no end date reportedEast Peoria, IL
- The First National Bank in TremontMay 2023 – no end date reportedTremont, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Midwestern Securities Trading Co.,llc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $25,000
- Lighthouse Portfolios - Tier 11.30%
- Lighthouse Portfolios - Tier 21.05%
- Lighthouse Portfolios - Tier 30.85%
- Lighthouse Portfolios - Tier 40.55%
+6 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 52
- Offices listed on AdvisorFinder:
- 72
- Main office:
- East Peoria, IL
- SEC file number:
- 801-77948
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 24, 2026
View full firm profileOther advisors at Midwestern Securities Trading Co.,llc
Showing 12 of 52 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Melody Lea Terrell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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