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 Pilzner is a financial advisor with Avantax Advisory Services. Melissa has been in the financial industry since May 1, 2013. Melissa is registered with the following securities authorities: FINRA, MI and TX. Melissa holds the following licenses: Series 66, Series 7, and SIE. Melissa has experience with Avantax Investment Services, Inc., Avantax Insurance Agency, LLC, Sigma Planning Corporation, Sigma Financial Corporation, Raymond James Financial Services Advisors Inc., Raymond James Financial Services, Inc., GBU Financial Life, and Center for Tax Planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
02/01/2024 - Present
Avantax Advisory Services (DALLAS TX)
MI
01/31/2017 - 01/27/2020
SIGMA FINANCIAL CORPORATION (Livonia MI)
MI
05/02/2013 - 01/31/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (LIVONIA MI)
BOTH
Issued 06/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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