Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Diamond is a registered investment advisor representative with North Star Investment Management Corp. Melissa has been in the industry since 1999 and is currently registered in Illinois. Melissa holds Series 7, 63, and 65 licenses as well as the SIE exam. Previously, Melissa worked at NORTH STAR INVESTMENT SERVICES, INC. and First Albany Corporation.
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.
Strategic management for diversified investment portfolios.
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.
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2
IL
07/09/2004 - Present
North Star Investment Management Corp. (CHICAGO IL)
IL
07/10/2003 - 10/22/2016
NORTH STAR INVESTMENT SERVICES, INC. (HIGHLAND PARK IL)
NY
05/23/2002 - 07/07/2003
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
08/15/2000 - 05/30/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/25/1998 - 01/12/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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