Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Brennan is a financial advisor with over 18 years of experience in the financial services industry. Melissa is a Certified Financial Planner™ and holds Series 7 and 66 licenses. Melissa is registered with Symphony Financial, Ltd. Co. and is also a Registered Investment Advisor (RIA). Melissa provides comprehensive financial planning and investment advisory services to individuals, families, and businesses. Melissa's primary focus is on helping clients achieve their financial goals, such as retirement planning, college savings, and estate planning. Melissa has a strong commitment to providing personalized service and building long-term relationships with her clients.
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.
Multi family office 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.
A percentage of the total value of assets under management is charged.
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2
TX
01/22/2020 - Present
Symphony Financial, Ltd. Co. (HOUSTON TX)
TX
05/21/2018 - 01/22/2020
AUSDAL FINANCIAL PARTNERS, INC. (RICHARDSON TX)
TX
10/08/2004 - 05/03/2018
PERRYMAN SECURITIES, INC. (RICHARDSON TX)
BOTH
Issued 10/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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