Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Pinkerton is a financial advisor with Belleair Wealth Management, LLC in Belleair Bluffs, Florida. Melissa has been in the industry for over 17 years and has experience working with individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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FL
10/15/2024 - Present
Belleair Wealth Management, LLC (BELLEAIR BLUFFS FL)
FL
07/14/2006 - 07/20/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MD
08/13/2004 - 02/09/2005
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 06/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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