Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Briley is a financial advisor with Ameriprise Financial Services, LLC and has been working in the industry since April 2020. Melissa has Series 7TO, SIE and Series 66 licenses. Melissa also has experience with Raymond James Financial Services, Inc. Melissa Ann Briley is licensed to offer securities in Florida, Georgia, New York, North Carolina, Texas and Virginia. Melissa is registered with the state of Georgia, Texas and Virginia as an Investment Advisor Representative. Melissa Briley's specializations are in Asset Allocation, Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses and Individuals, and Publication of Periodicals. Melissa provides advisory services to Trusts/Estates, Insurance Companies, Charitable Organizations, High Net Worth Individuals, Pension and Profit Sharing Plans, Corporations or Other Businesses, Individuals Other Than High Net Worth and State or Municipal Government Entities.
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.
Asset allocation 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
VA
05/20/2021 - Present
Ameriprise Financial Services, LLC (VIRGINIA BEACH VA)
GA
01/27/2020 - 02/23/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (AUGUSTA GA)
BOTH
Issued 05/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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