Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Duffy Anderson is a financial advisor with over 25 years of experience in the industry. Melissa is currently registered with Hightower Advisors, LLC and is licensed to provide financial advice in California, Florida, Maine, Massachusetts, New Hampshire, and Pennsylvania. Melissa also provides independent fixed insurance services. Melissa has a diverse background in financial services, having worked for various firms including LPL Financial, Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Melissa holds the Series 63, 66, and 7 licenses and the SIE exam.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
ME
08/27/2015 - Present
Hightower Advisors, LLC (Falmouth ME)
ME
10/10/2008 - 09/09/2015
LPL FINANCIAL LLC (CUMBERLAND FORESIDE ME)
ME
01/01/2008 - 10/30/2008
WACHOVIA SECURITIES, LLC (PORTLAND ME)
ME
05/10/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORTLAND ME)
MD
03/20/2001 - 04/30/2002
RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)
TX
11/19/1999 - 10/16/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
03/20/1997 - 10/12/1999
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
RI
01/01/1996 - 02/26/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 04/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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