Unclaimed
Melissa Darnell is an investment advisor representative, registered with Cetera Investment Advisers LLC. Melissa has been in the industry for 7 years and is registered with the state of New York. Melissa has passed several securities exams, including the Series 7, Series 52TO, Series 53, Series 66 and SIE. Melissa previously worked with LPL FINANCIAL LLC, SAPERSTON ASSET MANAGEMENT, INC., LEGEND EQUITIES CORPORATION and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
NY
12/23/2021 - Present
Cetera Investment Advisers LLC (CHEEKTOWAGA NY)
NY
05/15/2018 - 02/26/2021
LPL FINANCIAL LLC (HAMBURG NY)
NY
06/01/2017 - 11/15/2017
SAPERSTON ASSET MANAGEMENT, INC. (HAMBURG NY)
NY
05/16/2014 - 01/12/2016
LEGEND EQUITIES CORPORATION (GETZVILLE NY)
NY
09/23/2011 - 04/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
BOTH
Issued 11/1/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/30/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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