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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Delahoussaye is an investment advisor representative with Morgan Stanley. Melissa has been in the financial services industry since 1995. Melissa holds Series 3, 7, 9, 10, 63, and 65 licenses. Melissa is registered to provide investment advice in 53 states and the District of Columbia. Melissa specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals, businesses, 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/03/2020 - Present
Morgan Stanley (Sherman Oaks CA)
CA
05/15/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
IA
Issued 07/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/17/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2009
Series 3 - National Commodity Futures Examination
BC
Issued 05/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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