Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Clary is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Melissa has been working in the financial services industry since 2007 and has a broad range of experience. She has held positions at Transamerica Financial Advisors, Inc., Signator Investors, Inc., and Cambridge Investment Research, Inc. Melissa is licensed to provide investment advice in Colorado and Hawaii. Melissa is a Certified Public Accountant and owns a CPA firm as well. She also owns commercial property and works as an independent insurance agent. Melissa's background and experience allow her to provide a wide range of services to her clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CO
09/01/2016 - Present
Cambridge Investment Research Advisors, Inc. (Fort Collins CO)
HI
05/13/2016 - 08/31/2016
SIGNATOR INVESTORS, INC. (EWA BEACH HI)
CO
01/04/2007 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (FORT COLLINS CO)
BOTH
Issued 07/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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