Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Reaktenwalt is a financial advisor with over 15 years of experience. Melissa holds the Series 66, Series 7, and SIE licenses. She is registered with Rossby Financial, LLC, and has branch office locations in Marlboro, MD and Melbourne, FL. Melissa has been in the financial services industry since November 2008. Melissa is registered with the states of Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Indiana, Maryland, Michigan, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Melissa specializes in financial planning, portfolio management, and family office services. She works with high-net-worth individuals, individuals other than high-net-worth, pooled investment vehicles, and businesses. Melissa is committed to helping her clients 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Family office services
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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2
MD
02/23/2024 - Present
Rossby Financial, LLC (Marlboro MD)
MD
11/09/2018 - 03/18/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Upper Marlboro MD)
MD
10/16/2015 - 11/12/2018
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
MD
06/11/2012 - 10/12/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (ROCKVILLE MD)
MD
01/20/2010 - 06/12/2012
SECURIAN FINANCIAL SERVICES, INC. (ROCKVILLE MD)
VA
11/05/2008 - 01/04/2010
NAVY FEDERAL BROKERAGE SERVICES, LLC (STAFFORD VA)
BOTH
Issued 12/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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