Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melisa? Claim Your ProfileMelisa Mersini is a financial advisor in STROUDSBURG, PA and has been in the industry since 1997. Melisa is currently registered with Private Advisor Group, LLC, and has previously been registered with PNC INVESTMENTS, J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, ROBERT W. BAIRD & CO. INCORPORATED, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, and MML INVESTORS SERVICES, INC.. Melisa offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals to clients. Melisa's firm, Private Advisor Group, LLC, manages approximately $35.3 billion in assets and has over 129,000 client accounts.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
07/24/2024 - Present
Private Advisor Group, LLC (STROUDSBURG PA)
PA
01/01/2004 - 08/27/2013
PNC INVESTMENTS (STROUDSBURG PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
08/27/2001 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
WI
07/23/1999 - 08/22/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
09/22/1998 - 08/22/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MA
06/10/1997 - 06/08/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
WI
09/17/1996 - 05/22/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 09/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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