Unclaimed
Melissa Piconi is an Investment Advisor Representative with Berger Financial Group. Melissa is registered with the state of Arizona and Texas. Melissa's primary office is located in Sun City West, AZ. Melissa has been in the financial services industry since February of 2014.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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AZ
11/14/2023 - Present
Berger Financial Group (Sun City West AZ)
IA
Issued 01/10/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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