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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Gayle O'Connor is a registered investment advisor representative with Comprehensive Financial Consultants. Melissa Gayle O'Connor has been in the financial services industry since December 2011 and has experience working with Wells Fargo Advisors, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., Signator Investors Inc., Pulp & Pine, LLC, and LPL Financial, LLC. Melissa Gayle O'Connor has passed the Series 65 and Series 66 exams. Melissa Gayle O'Connor specializes in Portfolio Management for Individuals, Financial Planning, and Pension Consulting.
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.
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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IN
01/14/2025 - Present
Comprehensive Financial Consultants (CICERO IN)
Active
Inactive
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