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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 Guevara Sotudeh is a financial advisor with over 15 years of experience. Melissa is currently registered with MAI Capital Management, LLC and has previously worked with Cambridge Investment Research, Inc., and Mutual Service Corporation. Melissa holds both Series 6 and 65 licenses and is a Certified Financial Planner. Melissa's specializations include financial planning, portfolio management, and pension consulting. Melissa focuses on serving high-net-worth individuals, corporations, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
VA
10/11/2024 - Present
MAI Capital Management, LLC (Ashburn VA)
MD
08/21/2009 - 11/27/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (BETHESDA MD)
MD
06/12/2006 - 08/24/2009
MUTUAL SERVICE CORPORATION (BETHESDA MD)
IA
Issued 05/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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