Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Frederick is a financial advisor with over 20 years of experience in the industry. She is a registered representative and investment advisor, holding Series 7, 9, 10, 31, 55, and 63 licenses. She has worked with Fidelity Personal and Workplace Advisors since 2018, and prior to that, Melissa held positions at Goldman Sachs & Co, Spear, Leeds & Kellogg, L.P., and Dean Witter Reynolds Inc. She has extensive experience in providing financial planning, portfolio management, and other investment-related services for individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans. Melissa is passionate about helping clients achieve their financial goals and providing them with the guidance and support they need to make informed financial decisions.
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.
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.
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
NJ
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (MILLBURN NJ)
NY
09/09/2002 - 04/10/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
02/02/1999 - 09/09/2002
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
NY
06/01/1998 - 01/13/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 07/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/19/1998
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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