Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Dineen is a financial advisor with Cetera Investment Advisers LLC. Melissa has been in the industry since June 2013 and has a broad range of experience in the financial services industry. Melissa holds the Series 6, 7, 63, and 66 securities licenses and the SIE exam. Melissa is also registered with the state of New Jersey. Melissa is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals. Melissa has worked with several firms during her career including Santander Securities LLC, Investors Bank, and Cetera Investment Services LLC. Melissa has a strong understanding of the financial markets and a commitment to providing her clients with the highest level of service.
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.
1
2
NJ
05/24/2021 - Present
Cetera Investment Advisers LLC (TOMS RIVER NJ)
NJ
03/01/2018 - 05/26/2021
SANTANDER SECURITIES LLC (BRICK NJ)
NJ
12/06/2017 - 12/08/2017
CETERA INVESTMENT SERVICES LLC (SPRING LAKE HEIGHTS NJ)
NJ
06/27/2016 - 12/06/2017
INVEST FINANCIAL CORPORATION (SPRING LAKE NJ)
NJ
03/20/2013 - 06/30/2016
SANTANDER SECURITIES LLC (LAKEWOOD NJ)
BOTH
Issued 09/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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