Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa E Taylor is a registered investment advisor representative with First Trust Advisors LP. Melissa has been in the industry since 2009 and has passed the Series 63, Series 66, Series 7, and SIE exams. Melissa has worked with various clients including individuals, corporations, pooled investment vehicles and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
08/13/2015 - Present
First Trust Advisors LP (WHEATON IL)
MI
03/09/2009 - 06/08/2010
SUMMIT BROKERAGE SERVICES, INC. (SOUTHGATE MI)
BOTH
Issued 04/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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