Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Doucette is a financial advisor at Principal Securities, Inc. Melissa has been in the financial services industry since 2010 and has held previous positions at Empower Financial Services, Inc., MML Distributors, LLC and Prudential Investment Management Services LLC. Melissa holds Series 6, SIE and Series 63 licenses. Melissa specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Melissa provides financial services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
01/30/2023 - Present
Principal Securities, Inc. (DES MOINES IA)
CT
01/04/2021 - 01/18/2023
EMPOWER FINANCIAL SERVICES, INC. (ENFIELD CT)
CT
06/27/2016 - 01/04/2021
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
02/15/2010 - 03/03/2016
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
BC
Issued 03/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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