Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Guttenberger is a financial advisor with Raymond James Financial Services Advisors, Inc. Melissa has been in the industry since June 4, 2015. Melissa is a registered representative and investment advisor representative with Raymond James Financial Services Advisors, Inc. and holds the Series 63, 65, and 7 securities licenses as well as the SIE. Melissa is also registered in Texas, Colorado, and South Carolina. Melissa is committed to providing her clients with personalized financial advice and helping them reach their financial goals. Melissa is also a member of the State Bar of Texas - Grievance Committee and a board member of 100+ Women Who Care Wharton County.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
08/17/2016 - Present
Raymond James Financial Services Advisors, Inc. (EL CAMPO TX)
TX
06/05/2015 - 08/19/2016
LPL FINANCIAL LLC (EL CAMPO TX)
IA
Issued 06/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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