Unclaimed
Melissa Donna Darnell is a financial advisor working at Cetera Investment Advisers LLC. Melissa has been in the financial services industry for over ten years. Melissa has been registered with the state of New York as a Registered Representative and Investment Advisor Representative. Melissa has a broad range of experience and offers various financial planning and advisory services to clients, including investment advice, portfolio management, and retirement planning.
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
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 11/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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