Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melisa? Claim Your ProfileMelisa Lindsay-lipkins is a financial advisor in Portland, Oregon with over 20 years of experience. Melisa is a registered representative with Raymond James Financial Services Advisors, Inc. where she specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
01/30/2012 - Present
Raymond James Financial Services Advisors, Inc. (PORTLAND OR)
OR
09/20/2004 - 01/23/2012
CUSO FINANCIAL SERVICES, L.P. (BEAVERTON OR)
CA
06/20/2003 - 10/05/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
02/18/2003 - 05/27/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
08/22/2001 - 11/01/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
04/08/2000 - 07/24/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 03/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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