Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Gregory is a financial advisor who has been in the industry since 2017. Melissa is currently registered with MML Investors Services, LLC. Melissa has worked with a variety of clients, including individuals, corporations, and pension plans. Melissa holds a Series 6, Series 7TO, Series 63, and SIE license. Melissa previously worked with LPL Financial LLC, VOYA Financial Advisors, INC., and CUSO Financial Services, L.P.
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
NY
11/29/2023 - Present
MML Investors Services, LLC (New York NY)
SC
06/04/2021 - 01/04/2023
LPL FINANCIAL LLC (FORT MILL SC)
OR
02/19/2021 - 04/08/2021
VOYA FINANCIAL ADVISORS, INC. (EUGENE OR)
OR
07/07/2017 - 06/26/2020
CUSO FINANCIAL SERVICES, L.P. (CORVALLIS OR)
BC
Issued 08/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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