Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melisa? Claim Your ProfileMelisa Maria Portillo Leonardi is a registered representative with TIAA-CREF Individual & Institutional Services, LLC, a firm registered with the Securities and Exchange Commission (SEC). Melisa has been a registered representative for over 2 years, and her registration was approved by the state of Utah. Melisa holds licenses for Securities Agent State Law Examination and Combined State Law Examination, and holds several specializations in financial planning, investments, and insurance.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
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2
UT
01/07/2025 - Present
Tiaa-Cref Individual & Institutional Services, LLC (West Jordan UT)
Active
Inactive
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