Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Everett is a registered representative with Citigroup Global Markets Inc., a firm with over $50 billion in assets under management. Melissa has been in the industry since 2004 and holds several industry licenses, including Series 7, 10, 24, 55, 63, 79, and SIE. Melissa has experience in various investment areas, including portfolio management, investment banking, and options trading. Melissa specializes in providing investment advice to individuals and businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
04/18/2013 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
06/13/2007 - 04/10/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NJ
10/12/1998 - 01/15/2002
THE ISLAND ECN (JERSEY CITY NJ)
NE
08/03/1998 - 10/01/1998
DATEK ONLINE BROKERAGE SERVICES CORP. (OMAHA NE)
BC
Issued 08/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/2000
Series 4 - Registered Options Principal Examination
BC
Issued 11/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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