Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you M'lissa? Claim Your ProfileM'lissa Swift is an Investment Advisor Representative registered with the state of California since February 11, 2020. M'lissa is currently associated with Lifesteps Financial. M'lissa has been in the financial industry since January 2020. M'lissa has a Series 65 license, which allows M'lissa to provide investment advice to individuals and corporations. M'lissa also specializes in providing financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bill payment and reconciliation service
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/11/2020 - Present
Lifesteps Financial (CLAREMONT CA)
IA
Issued 02/11/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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