Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Albonesi is a registered investment advisor representative in Massachusetts and Vermont, with over 17 years of experience in the industry. Melissa has worked for a number of firms, including PNC Capital Markets LLC, Russell Investments Implementation Services, LLC, and State Street Global Markets, LLC. Melissa currently works for First Citizens Investor Services, Inc. and First Citizens Asset Management, Inc. Melissa offers investment advisory services to individuals, corporations, and other businesses. She is also a registered representative for First Citizens Investor Services, Inc.
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.
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
MA
02/07/2024 - Present
First Citizens Investor Services, Inc. (Boston MA)
MA
03/31/2020 - 10/23/2023
PNC CAPITAL MARKETS LLC (Boston MA)
WA
05/26/2017 - 10/14/2019
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC (SEATTLE WA)
MA
02/08/2006 - 03/22/2017
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
MA
03/10/2005 - 11/04/2005
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
BOTH
Issued 08/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2012
Series 3 - National Commodity Futures Examination
BC
Issued 03/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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