Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Levesque is an investment advisor representative at Fidelity Personal And Workplace Advisors, a large financial services company. Melissa has a proven track record of success in the financial services industry, having worked for several well-known firms prior to joining Fidelity. Melissa is registered with the state of Texas and holds the Series 7, Series 66, and SIE licenses. Melissa has a strong understanding of the financial markets and a commitment to providing her clients with personalized advice and guidance. Melissa is dedicated to helping her clients achieve their financial goals. Melissa's specialties include financial planning, portfolio management for individuals and businesses, 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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
09/10/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
02/24/2020 - 11/20/2020
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
05/20/2019 - 12/26/2019
LPL FINANCIAL LLC (HOUSTON TX)
TX
02/28/2018 - 04/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BOTH
Issued 04/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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