Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Cunningham is a financial advisor with over 15 years of experience in the industry. Melissa has held various roles in the financial services industry, including at PNC Investments, Citizens Securities, Inc., and The Huntington Investment Company. Currently, Melissa works as a registered representative for Morgan Stanley. Melissa holds the Series 6, 7, and 66 securities licenses as well as the SIE exam. Melissa has a strong track record of providing clients with personalized financial advice and investment strategies. Melissa has expertise in a range of investment areas including investment clubs, insurance companies, investment companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
04/15/2020 - Present
Wealthpenn.comllc (Pittsburgh PA)
PA
07/10/2015 - 03/01/2019
CITIZENS SECURITIES, INC. (TURTLE CREEK PA)
WV
03/17/2015 - 07/07/2015
THE HUNTINGTON INVESTMENT COMPANY (MORGANTOWN WV)
PA
08/30/2012 - 02/11/2015
PNC INVESTMENTS (NORTH HUNTINGDON PA)
PA
11/13/2009 - 02/27/2012
PNC INVESTMENTS (PITTSBURGH PA)
PA
10/06/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (UNIONTOWN PA)
FL
07/17/2008 - 05/28/2009
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
PA
03/14/2007 - 07/22/2008
PNC INVESTMENTS (STATE COLLEGE PA)
BOTH
Issued 2/4/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/9/2011
Series 7 - General Securities Representative Examination
BC
Issued 3/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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