Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Gage is a registered investment advisor representative at Fisher Investments. Melissa is a registered investment advisor representative in Oregon, Texas, and Washington. Melissa holds the Series 63 and Series 65 licenses. Melissa has worked in the financial services industry for over 13 years, with previous experience at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, PNC Private Bank, and PNC Bank. Melissa specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Melissa also offers financial planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/07/2024 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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