Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Elizabeth Hicks is a financial advisor with Commonwealth Financial Network. She has been in the financial services industry since November 2010, working at VOYA FINANCIAL ADVISORS, INC., DIRECTED SERVICES LLC, and now Commonwealth Financial Network. Melissa is registered to provide investment advice in Connecticut and holds a Series 7, 6, and 63 licenses. She also passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). In addition to her financial services business, Melissa is also a fixed insurance sales representative and an instructor of financial literacy workshops for Connecticut Junior Republics. Melissa specializes in portfolio management for individuals and businesses, as well as financial planning and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
07/07/2020 - Present
Commonwealth Financial Network (Cromwell CT)
CT
09/20/2011 - 04/03/2019
VOYA FINANCIAL ADVISORS, INC. (MERIDEN CT)
CT
08/03/2009 - 08/31/2011
DIRECTED SERVICES LLC (WINDSOR CT)
IA
Issued 08/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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