Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Cabral-santana is a financial advisor registered with Edward Jones. Melissa has been in the financial industry since March 17, 2023. Melissa has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Melissa is a financial advisor at Edward Jones, which is a well-established firm with a strong reputation for providing financial advice and investment management services to individuals, families, and businesses.
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
MO
03/17/2023 - Present
Edward Jones (ST LOUIS MO)
BC
Issued 03/17/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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