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 Parkins is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Troy, MI. Melissa is registered with FINRA and has been in the financial industry since 2013. Melissa holds Series 7, 7TO, and SIE licenses and is a Certified Financial Planner. Melissa specializes in working with individuals, businesses, and retirement plans. Melissa is also an employee at Southworth & Wilson, Inc. in Troy, MI.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
03/18/2019 - Present
Raymond James Financial Services Advisors, Inc. (TROY MI)
MI
01/01/2013 - 10/24/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
BC
Issued 03/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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