Unclaimed
Melissa Finnegan is a financial advisor with over 20 years of experience in the industry. Melissa is currently registered with Lincoln Financial Distributors, Inc. in Pennsylvania. Melissa has held prior roles with Delaware Distributors, L.P. and First Union Brokerage Services, Inc.
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.
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.
1
2
PA
12/31/2000 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
PA
08/25/2000 - 12/31/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
NC
06/17/1997 - 08/21/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 01/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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