Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Cook is a financial advisor with over 20 years of experience in the industry. Melissa currently works with MML Investors Services, LLC in Ocala, Florida. Previously, Melissa has held positions with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Melissa is licensed to provide investment advice and is registered in Florida and California. Melissa also holds the Series 6, Series 7, Series 66 and SIE licenses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
06/27/2024 - Present
MML Investors Services, LLC (OCALA FL)
FL
02/15/2008 - 06/14/2024
WELLS FARGO CLEARING SERVICES, LLC (EUSTIS FL)
FL
03/08/2006 - 02/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OCALA FL)
CT
07/29/2005 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
GA
02/16/2002 - 08/08/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
OH
11/20/2001 - 02/16/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 09/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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