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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melisa? Claim Your ProfileMelisa Engebritson is a financial advisor at Fidelity Personal AND Workplace Advisors. Melisa has been a financial advisor for over 20 years. Melisa has worked for a number of firms in the industry including Quest Capital Strategies, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, Charles Schwab & Co., Inc. and Paine Webber Incorporated. Melisa is registered with FINRA and holds Series 63, 66, 7, 9, and 10 licenses. Melisa is also registered as an investment advisor in 24 states. Melisa specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Melisa is committed to providing her clients with the highest quality of service.
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
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
CA
04/05/2011 - 08/08/2011
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MN
06/29/2005 - 04/07/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/29/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
05/14/1997 - 11/30/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
11/29/1995 - 04/25/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
SC
06/30/1995 - 10/30/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 09/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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