Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Proffitt is a financial advisor with Osaic Wealth, Inc. Melissa has been in the financial services industry since 1999. Melissa is licensed in Arkansas, Kansas, Missouri, Oklahoma, and Texas. Melissa's firm, Osaic Wealth, Inc., has a strong reputation for providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Melissa is committed to providing her clients with personalized financial advice that helps them achieve their goals.
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.
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
KS
06/14/2024 - Present
Osaic Wealth, Inc. (BAXTER SPRINGS KS)
KS
08/23/2019 - 06/14/2024
SECURITIES AMERICA, INC. (BAXTER SPRINGS KS)
KS
05/26/2011 - 08/30/2019
SUMMIT BROKERAGE SERVICES, INC. (BAXTER SPRINGS KS)
KS
08/31/1999 - 06/15/2011
COMMERCE BROKERAGE SERVICES, INC. (PITTSBURG KS)
BC
Issued 07/10/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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