Unclaimed
Melissa Corrado-harrison is a financial advisor with UBS Financial Services Inc. based in Denver, Colorado. Melissa has been in the financial services industry since 2001. Melissa is registered with the state of Colorado as well as other states including Florida, Nevada, and Texas. Melissa holds the Series 7, Series 31, and Series 66 licenses. Melissa has experience working with a range of clients, including individuals, high-net-worth individuals, corporations, trusts, and retirement plans. Melissa is a member of the board of directors for Judi's House, a non-profit organization that helps families who have lost a parent or sibling. Melissa also serves on the board of advisors for ACE Scholarships Colorado.
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.
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.
See schedule d - miscellaneous
1
2
CO
09/23/2015 - Present
UBS Financial Services Inc. (DENVER CO)
CO
01/19/2001 - 10/22/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
BOTH
Issued 02/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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