Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Albanese is a financial advisor with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Melissa has been in the industry since 1991 and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Melissa is licensed to provide financial advice in both New Jersey and New York.
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.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
09/27/2012 - 11/05/2012
AMERIPRISE FINANCIAL SERVICES, INC. (BOHEMIA NY)
NY
04/09/1998 - 07/18/2012
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
02/08/1995 - 12/18/1997
DEUTSCHE MORGAN GRENFELL INC. (NEW YORK NY)
NY
05/19/1994 - 01/17/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
04/18/1991 - 04/20/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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