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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Jacobsen is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Melissa is a registered representative with the firm, and is licensed to provide investment advice in Texas. Melissa has been in the industry since 2014, and has experience working with both individual and institutional clients. Melissa holds a Series 6, 7, 9, 10, 63 and 65 license, and has earned the SIE designation. Melissa specializes in providing a range of investment services including: investment advice, portfolio management, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses. Melissa's professional experience has allowed her to develop a strong understanding of the financial markets, and her expertise in this area enables her to provide her clients with a wide range of services to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
07/08/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
AZ
10/10/2018 - 12/12/2019
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
10/13/2008 - 07/11/2013
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 07/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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