Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melisa? Claim Your ProfileMelisa Beauchesne-ellis is a financial advisor with Fidelity Personal And Workplace Advisors. Melisa has been working in the financial industry since 2011. Melisa is registered with FINRA and holds the Series 7, Series 66 and SIE licenses. She is also a Certified Financial Planner. Melisa has previously worked with Paychex Securities Corporation, Mutual of America Life Insurance Company, Mutual of America Securities LLC, and BANC OF AMERICA INVESTMENT SERVICES, INC. Melisa has experience working with individuals, businesses, and retirement plans.
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.
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.
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.
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2
NY
07/21/2023 - Present
Fidelity Personal AND Workplace Advisors (ROCHESTER NY)
NY
06/27/2016 - 12/06/2019
PAYCHEX SECURITIES CORPORATION (WEST HENRIETTA NY)
NY
09/27/2010 - 07/03/2014
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ROCHESTER NY)
NY
09/27/2010 - 07/03/2014
MUTUAL OF AMERICA SECURITIES LLC (ROCHESTER NY)
NY
11/14/2007 - 03/25/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROCHESTER NY)
BOTH
Issued 03/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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