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 registered with Cetera Investment Advisers LLC. Melissa has been in the industry since June 9, 2013. Melissa has passed the Series 6, 7, 63 and 66 exams. She has worked for Santander Securities LLC, Cetera Investment Services LLC, INVEST Financial Corporation, Investors Bank and Kearny Bank. Melissa has a branch office location in Toms River, New Jersey with Cetera Investment Advisers LLC. Melissa has several years of experience in the financial services industry. Melissa specializes in providing financial planning, pension consulting and portfolio management services to individuals and businesses.
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 9/5/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/9/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 3/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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