Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Garcia is a financial advisor with over 30 years of experience in the industry. Melissa is currently registered with Fidelity Personal And Workplace Advisors and has held prior registrations with Charles Schwab & Co., Inc., Piper Jaffray Inc., Dain Bosworth Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Dean Witter Reynolds Inc. Melissa offers a wide range of services including financial planning, portfolio management, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
MN
08/16/2023 - Present
Fidelity Personal AND Workplace Advisors (OAKDALE MN)
MN
04/09/1996 - 07/28/2015
CHARLES SCHWAB & CO., INC. (ST. PAUL MN)
MN
06/11/1992 - 04/10/1996
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
03/19/1992 - 04/30/1992
DAIN BOSWORTH INCORPORATED
TX
01/04/1991 - 12/20/1991
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
06/25/1990 - 10/30/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/25/1986 - 05/16/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 01/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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