Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Pikul-Clemens is a financial advisor currently registered with Cetera Investment Advisers LLC. Melissa has been in the financial industry since October 2010 and has a broad range of experience, including working with individuals, corporations, and institutions. Melissa offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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
PA
06/19/2019 - Present
Cetera Investment Advisers LLC (CANONSBURG PA)
PA
10/20/2010 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (CANONSBURG PA)
IA
Issued 1/7/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/17/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 6/30/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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