Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Angel Whitmore is a financial professional with over 20 years of experience in the financial services industry. Melissa is currently registered with LPL Financial LLC and has been with the firm since February 2013. Melissa holds Series 65, SIE and Series 99 licenses. Melissa's previous experience includes working with individuals, families, and businesses to develop customized financial plans. Melissa has a strong understanding of the financial markets and is committed to providing her clients with personalized service and expert advice. Melissa is dedicated to helping her clients achieve their financial goals and is passionate about providing them with the knowledge and resources they need to make informed financial decisions.
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.
Consulting and other non-discretionary advisory services
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.
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CA
02/06/2013 - Present
LPL Financial LLC (SAN DIEGO CA)
IA
Issued 11/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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