Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Lizotte is a financial advisor with Osaic Wealth, Inc., a firm with a strong focus on providing financial planning and portfolio management services. Melissa has been in the financial industry since July 20, 2009, and has held numerous registrations with various firms throughout her career. Melissa is currently registered in Alabama and Arizona. She holds Series 6, 7, 63 and 66 licenses as well as the SIE exam. Melissa specializes in working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
01/25/2024 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
CO
04/11/2023 - 12/31/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
06/07/2013 - 02/10/2014
NATIONAL PLANNING CORPORATION (HUNTINGTON BEACH CA)
CA
11/09/2012 - 04/04/2013
EDWARD JONES (ANAHEIM CA)
CA
10/13/2011 - 10/16/2012
NATIONAL PLANNING CORPORATION (SANTA MONICA CA)
CA
11/16/2010 - 10/12/2011
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
08/06/2007 - 04/03/2009
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
MN
01/01/2007 - 07/20/2007
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
10/07/2005 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/23/2005 - 08/31/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MA
04/13/2004 - 02/02/2005
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MN
06/10/2002 - 03/19/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/10/2002 - 03/19/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NC
10/31/2001 - 04/05/2002
CLARK/BARDES FINANCIAL SERVICES, INC. (GREENSBORO NC)
MN
08/28/1997 - 06/15/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/28/1997 - 06/15/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/09/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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