Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Cummins is a financial advisor with J.p. Morgan Securities LLC in Indianapolis, Indiana. Melissa has been in the financial services industry since 2020 and is licensed to sell securities in Indiana. She holds Series 63, Series 6TO, and SIE licenses and previously worked at Northwestern Mutual Investment Services, LLC. Melissa specializes in providing financial advice to individuals, families, and businesses. She is dedicated to helping clients reach their financial goals and provides a range of services including financial planning, portfolio management, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IN
11/21/2022 - Present
J.p. Morgan Securities LLC (INDIANAPOLIS IN)
IN
08/17/2020 - 11/09/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Indianapolis IN)
BC
Issued 10/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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