Unclaimed
Melissa Simmons is a financial advisor registered with Avantax Investment Services, Inc. in McKinney, Texas. She has been in the industry since 2016 and holds the Series 7, Series 66, and SIE licenses. Melissa Simmons is licensed to conduct business in Texas.
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.
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.
1
2
TX
04/22/2016 - Present
Avantax Investment Services, Inc. (McKinney TX)
BOTH
Issued 01/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Simmons is the right advisor for you? Invested Better is here to help.