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 Rung is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Melissa is based in Avon Lake, Ohio and has been a registered representative in the securities industry since August 2011. She holds the Series 7 and Series 66 securities licenses, as well as the Securities Industry Essentials (SIE) Exam. Prior to joining LPL Financial LLC, Melissa worked at UBS Financial Services Inc., also in Avon Lake, Ohio. Melissa specializes in providing financial planning, portfolio management, and other non-discretionary advisory services for a wide range of clients, including individuals, families, and businesses.
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
OH
09/03/2019 - Present
LPL Financial LLC (AVON LAKE OH)
OH
08/05/2011 - 08/20/2019
UBS FINANCIAL SERVICES INC. (ROCKY RIVER OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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