Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Angela Klemowitz is a financial advisor with Commonwealth Financial Network, working in the Waltham, Massachusetts office. Melissa has been a financial advisor for over 8 years. She is a registered investment advisor in the state of Massachusetts. Prior to joining Commonwealth Financial Network, Melissa worked at State Street Global Markets, LLC and Realty Capital Securities, LLC. Her work experience provides her with a strong understanding of the financial services industry.
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.
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2
MA
04/10/2018 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
09/16/2015 - 07/08/2016
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
MA
03/28/2014 - 08/20/2015
REALTY CAPITAL SECURITIES, LLC (BOSTON MA)
BOTH
Issued 10/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2017
Series 4 - Registered Options Principal Examination
BC
Issued 04/18/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/02/2015
Series 3 - National Commodity Futures Examination
BC
Issued 02/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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