Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Cox is a financial advisor with Empower Advisory Group, LLC. Melissa has been in the financial services industry since 2009. Melissa holds Series 66, Series 7, and SIE licenses and is registered to provide investment advice in Ohio. Melissa has experience with both individual and business financial planning, and provides financial planning services to a wide range of clients including high net worth individuals, corporations, and pension plans. Melissa is also experienced in portfolio management and investment advisory services. 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
04/22/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MN
02/21/2023 - 12/24/2023
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
OH
09/11/2015 - 01/18/2023
PURSHE KAPLAN STERLING INVESTMENTS (Canfield OH)
PA
04/01/2015 - 08/24/2015
PNC INVESTMENTS (HERMITAGE PA)
OH
06/02/2010 - 02/27/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANFIELD OH)
PA
05/07/2008 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
OH
05/15/2007 - 12/11/2007
BUTLER, WICK & CO., INC. (CANFIELD OH)
BOTH
Issued 12/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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