Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Acher is a financial advisor who has been in the industry since 2002. Melissa is currently registered with LPL Financial LLC, and has held previous registrations with CUNA BROKERAGE SERVICES, INC., FIFTH THIRD SECURITIES, INC., SUMMIT BROKERAGE SERVICES, INC. and INTERSECURITIES, INC. Melissa has a Series 7, Series 63 and Series 66 license and has obtained the SIE designation. Melissa holds 29 state registrations and 2 IA registrations.
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.
1
2
IN
03/08/2024 - Present
LPL Financial LLC (LAFAYETTE IN)
IN
09/30/2009 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WEST LAFAYETTE IN)
IN
12/06/2006 - 09/25/2009
FIFTH THIRD SECURITIES, INC. (CARMEL IN)
IN
08/12/2003 - 12/19/2006
SUMMIT BROKERAGE SERVICES, INC. (LAFAYETTE IN)
FL
04/03/2000 - 06/13/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 08/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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