Unclaimed
Melisa Dennis-leigh is an active investment advisor representative with Edward Jones, a large financial firm based in St. Louis, Missouri. Melisa has been in the financial industry since January 2022. Melisa works from the Edward Jones office in REDMOND, Oregon. She is registered with several state regulatory authorities including Oregon, Texas, and California. Melisa has passed the Series 66 and Series 7TO examinations. Melisa's primary areas of focus are financial planning and portfolio management. She has experience working with individual clients as well as businesses.
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.
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.
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.
See schedule d - miscellaneous
1
2
OR
05/17/2022 - Present
Edward Jones (REDMOND OR)
BOTH
Issued 02/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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