Unclaimed
Melissa Anne Ekeberg is a financial advisor with over 20 years of experience in the financial services industry. Melissa currently is registered with IFG Advisory, LLC d/b/a Integrated Financial Group. Melissa's career has spanned multiple firms including Lincoln Financial Securities Corporation, LPL Financial LLC, and Invest Financial Corporation. Melissa provides financial planning, investment management, and pension consulting services to individuals, families, businesses, and retirement plans. Melissa also offers educational seminars 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.
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.
1
2
GA
04/22/2024 - Present
IFG Advisory, LLC (Blairsville GA)
GA
01/15/2021 - 04/17/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (BLAIRSVILLE GA)
GA
02/14/2018 - 01/22/2021
LPL FINANCIAL LLC (BLAIRSVILLE GA)
GA
07/23/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (BLAIRSVILLE GA)
GA
07/07/2004 - 07/23/2009
FIRST LEGACY SECURITIES, LLC (BLAIRSVILLE GA)
SC
06/12/2003 - 07/16/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 03/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2004
Series 4 - Registered Options Principal Examination
BC
Issued 10/30/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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