Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Bergeron is a financial advisor with Edward Jones. Melissa has been in the financial services industry since 2000. Melissa has a Series 7, Series 6, Series 3, Series 63, and Series 65. Melissa holds registrations in California. Melissa has prior experience with Pacific Select Distributors, Inc., National Planning Corporation, and Wealth Management Solutions LLC. Melissa is able to provide financial advice to individuals, corporations, trusts, and other entities.
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.
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.
See schedule d - miscellaneous
1
2
CA
08/22/2024 - Present
Edward Jones (RANCHO MIRAGE CA)
CA
08/09/2010 - 10/04/2013
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
02/11/2000 - 02/10/2009
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BOTH
Issued 08/21/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/05/2024
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/03/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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