Unclaimed
Melissa Mayer is a financial advisor at Cetera Investment Advisers LLC. Melissa has been working in the financial industry since 1999 and has a wide range of experience in portfolio management, financial planning, and investment advisory services. Melissa provides financial advice to individuals, businesses, and institutions. Melissa is committed to helping her clients achieve their financial goals.
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.
1
2
MN
06/09/2017 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
MN
09/30/2019 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ST CLOUD MN)
MN
01/14/2013 - 11/23/2015
CETERA ADVISORS LLC (SAINT CLOUD MN)
MN
01/14/2013 - 11/23/2015
CETERA FINANCIAL SPECIALISTS LLC (SAINT CLOUD MN)
MN
11/12/2012 - 11/23/2015
CETERA ADVISOR NETWORKS LLC (SAINT CLOUD MN)
MN
07/26/2002 - 12/31/2010
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
07/05/2007 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)
NE
07/26/2002 - 11/14/2003
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NJ
12/22/1999 - 07/02/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/23/1999 - 11/12/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 12/28/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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