Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Vargas is an investment advisor representative with Fidelity Personal And Workplace Advisors. Melissa has been in the industry since 2015 and has experience working with a variety of clients, including high-net-worth individuals, pension plans, and individuals other than high-net-worth. Melissa holds both Series 63 and Series 66 licenses and is also a registered representative with FINRA. Melissa is dedicated to helping clients reach their financial goals and provides a variety of services, including financial planning, portfolio management, and educational seminars. Melissa Vargas has been registered with the Securities and Exchange Commission (SEC) since December 2021.
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.
1
2
TX
12/17/2021 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
12/08/2016 - 11/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
06/30/2015 - 08/25/2016
CALTON & ASSOCIATES, INC. (Houston TX)
BOTH
Issued 03/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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