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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Gannon is an Investment Advisor Representative with Castle Wealth Management. Melissa is a Certified Financial Planner and has been in the industry since 2014. Melissa is registered with the state of Florida as an Investment Advisor Representative. Melissa is also registered with the state of New York as an Investment Advisor Representative. Melissa has worked at Best Life Financial Planning and Castle Wealth Management. Melissa holds the Series 65 license.
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.
Consulting
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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FL
01/24/2022 - Present
Castle Wealth Management (WEST PALM BEACH FL)
IA
Issued 04/17/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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