Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Ciotoli is a financial advisor with GYL Financial Synergies, LLC. Melissa has been in the financial services industry since 2008. Melissa has a Series 7 and Series 66 registration and is a Certified Financial Planner. Melissa specializes in working with high-net-worth individuals, charitable organizations, and state or municipal government entities. Melissa has over 10 years of experience in financial planning, portfolio management, and investment management.
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.
Credit and cash management solutions and insurance solutions
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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CT
01/02/2019 - Present
GYL Financial Synergies, LLC (Westport CT)
CT
10/28/2014 - 03/03/2017
MSI FINANCIAL SERVICES, INC. (STAMFORD CT)
CT
09/23/2011 - 11/05/2014
LPL FINANCIAL LLC (WILTON CT)
CT
06/01/2009 - 10/17/2011
MORGAN STANLEY SMITH BARNEY (WESTPORT CT)
CT
03/26/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
BOTH
Issued 04/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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