Unclaimed
Meliora Rosin is a registered representative at LPL Financial LLC, and has been in the industry for 4 years. Meliora is also registered with the state of Texas. Meliora's current office is located in San Antonio, TX. Outside of Meliora's work at LPL Financial LLC, Meliora is also employed by Earl Cobb Dance Studio, which is not investment-related. Meliora has passed the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
10/18/2024 - Present
LPL Financial LLC (SAN ANTONIO TX)
Active
Inactive
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