Unclaimed
Melissa Merem is an investment advisor representative with First Command Advisory Services. Melissa is registered with the state of Michigan and Ohio. Melissa has been in the industry since December 19, 2023 and has a Series 66, Series 7TO and SIE license. Melissa is a financial planner and offers portfolio management services for individuals. Melissa has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Melissa is committed to providing her clients with personalized financial advice and guidance.
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.
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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TX
01/24/2024 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 01/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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