Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Bunson is a financial advisor who is registered with the state of Georgia. Melissa has been in the industry since October 3, 2013 and has worked with Ameriprise Financial Services, Inc., Imperial Capital, LLC, The Strategic Financial Alliance, Inc. and Strategic Blueprint, LLC. Melissa has a strong focus on providing financial planning, portfolio management for individuals and businesses, and educational seminars. Melissa is currently employed by The Strategic Financial Alliance, Inc. and Strategic Blueprint, LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
05/10/2017 - Present
THE Strategic Financial Alliance, Inc. (PEACHTREE CORNERS GA)
GA
07/05/2016 - 04/03/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Atlanta GA)
CA
05/07/2002 - 03/11/2005
IMPERIAL CAPITAL, LLC (LOS ANGELES CA)
BOTH
Issued 07/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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