Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Wenger is a financial advisor with Cambridge Investment Research Advisors, Inc. Melissa has been in the financial services industry for over 7 years. Melissa holds the Series 7, Series 66, and Series 65 licenses and the SIE certification. Melissa is registered with the state of Illinois. Melissa has experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Melissa provides a range of financial services, including financial planning, portfolio management, and educational seminars. Prior to joining Cambridge Investment Research Advisors, Inc., Melissa worked at Securities America, Inc. and Investcorp, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
02/05/2024 - Present
Cambridge Investment Research Advisors, Inc. (Rockford IL)
IL
07/17/2020 - 09/10/2020
SECURITIES AMERICA, INC. (LOVES PARK IL)
IL
03/22/2017 - 07/17/2020
INVESTACORP, INC. (LOVES PARK IL)
IA
Issued 06/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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