Unclaimed
Melissa Elise Buttafoco is a financial advisor with LPL Financial LLC, registered in the state of Washington. Melissa has been in the industry since 2021. Melissa holds Series 7, Series 66 and Series 24 licenses. Melissa works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Melissa offers a range of services, including financial planning, portfolio management, and investment advice.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
09/22/2023 - Present
LPL Financial LLC (OLYMPIA WA)
BOTH
Issued 04/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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