Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Ann Kohler is a financial advisor with LPL Financial LLC. Melissa has been in the financial industry since March 2006. Melissa has a series 66 and a series 7 license. Melissa works in Little Rock, Arkansas. Melissa is also a registered representative for LPL Financial LLC and has been registered since March 2009. Melissa was previously registered with UBS Financial Services Inc. in Little Rock, Arkansas from February 2006 to February 2009. Melissa also has a SIE license which she earned in 2018. Melissa works with a wide range of clients including individuals, high net worth individuals, corporations, and charitable organizations.
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
AR
03/06/2009 - Present
LPL Financial LLC (LITTLE ROCK AR)
AR
02/15/2006 - 02/11/2009
UBS FINANCIAL SERVICES INC. (LITTLE ROCK AR)
BOTH
Issued 02/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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