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 Logan is a financial advisor with LPL Financial LLC. Melissa is a registered representative with the state of Oregon and has been in the financial industry since March 3, 2014. Melissa has been with LPL Financial LLC since November 2022. Previously, Melissa was with Securities America, Inc. from December 2017 to November 2022 and with Cetera Advisors LLC from October 2014 to December 2017. Melissa holds a Series 66 license, a Series 7 license and a SIE 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.
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
OR
04/03/2023 - Present
LPL Financial LLC (ONTARIO OR)
OR
12/13/2017 - 11/29/2022
SECURITIES AMERICA, INC. (ONTARIO OR)
OR
10/30/2014 - 12/21/2017
CETERA ADVISORS LLC (ONTARIO OR)
ID
03/03/2014 - 11/06/2014
MORGAN STANLEY (BOISE ID)
BOTH
Issued 03/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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