Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Alison Movtady is a registered investment advisor representative with Alliancebernstein LP. Melissa holds Series 7, Series 63, Series 65, and SIE licenses. Melissa's career in the securities industry began in May 2016. Melissa has a background in finance and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Melissa is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Melissa has previously worked at Sanford C. Bernstein & Co., LLC, Bollare, and Zelda Enterprises. Melissa is registered with the following states: California, Florida, Georgia, Illinois, Indiana, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, and Texas. Melissa is also registered with FINRA and the SEC. Melissa specializes in a variety of investment strategies, including asset allocation, financial planning, and portfolio management. Melissa has been a registered investment advisor for over 7 years.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
08/24/2023 - Present
Alliancebernstein LP (NEW YORK NY)
IA
Issued 11/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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