Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Kuan is a financial professional with over 15 years of experience in the financial services industry. Melissa is currently registered with Nylife Distributors LLC and has a strong background in investment products and variable contracts. Melissa holds the Series 6, 7, and SIE licenses. Melissa previously worked at Barclays Capital Inc., Lehman Brothers Inc., Deutsche Bank Securities Inc., and Goldman, Sachs & Co., where Melissa gained valuable experience in the financial markets. Melissa is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NY
12/04/2013 - Present
Nylife Distributors LLC (NEW YORK NY)
NY
09/22/2008 - 11/05/2008
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
08/21/2007 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/28/2006 - 08/17/2007
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
01/21/1999 - 07/18/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 06/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Kuan is the right advisor for you? Invested Better is here to help.
