Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Clouse is a financial professional with over a decade of experience in the industry. She has been registered with Avantax Investment Services, Inc. since August 2009 and holds Series 6, Series 63, and SIE licenses. Melissa is licensed to provide financial advice in Pennsylvania and is committed to providing her clients with personalized financial solutions. She has a strong understanding of investment strategies and a passion for helping her clients achieve their financial goals.
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.
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.
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2
PA
08/03/2009 - Present
Avantax Investment Services, Inc. (Wyalusing PA)
BC
Issued 09/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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