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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Dea Daigle is a financial advisor in Lee's Summit, Missouri. Melissa is a Certified Financial Planner™ professional with experience in the financial services industry. She is currently registered with Wise Wealth, LLC and has been in the industry since 1995. Melissa has experience working with high-net-worth individuals, individuals other than high-net-worth, and other investment advisers.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
MO
07/09/2020 - Present
Wise Wealth, LLC (LEE'S SUMMIT MO)
KS
07/22/2003 - 07/17/2020
AMERICAN CENTURY INVESTMENT SERVICES INC. (LEAWOOD KS)
MO
08/10/2000 - 09/09/2002
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
KS
01/24/2000 - 07/10/2000
FINANCIAL WORLD CORPORATION (OVERLAND PARK KS)
CA
05/12/1998 - 02/01/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
09/24/1996 - 05/20/1998
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
KS
03/31/1995 - 11/08/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 03/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/22/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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