Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Hamilton is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Pensacola, FL. Melissa has been in the industry for over 15 years and holds a variety of licenses and certifications. Melissa specializes in working with individuals, families, and businesses to help them achieve their financial goals. Melissa's previous roles include working with Morgan Stanley and Janney Montgomery Scott LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/18/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENSACOLA FL)
FL
01/13/2014 - 11/27/2019
MORGAN STANLEY (WEST PALM BEACH FL)
FL
10/01/2012 - 12/18/2013
J.P. MORGAN SECURITIES LLC (WEST PALM BEACH FL)
FL
06/12/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WEST PALM BEACH FL)
FL
07/21/2010 - 06/16/2011
TD AMERITRADE, INC. (BOCA RATON FL)
FL
10/16/2007 - 06/28/2010
FIDELITY BROKERAGE SERVICES LLC (WELLINGTON FL)
BOTH
Issued 12/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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