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Melissa Heikkinen

Steward Partners Investment Solutions, LLC

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About Melissa Heikkinen

Melissa Heikkinen is a financial professional with Steward Partners Investment Solutions, LLC. Melissa is located in the PORTLAND, OR branch of Steward Partners Investment Solutions, LLC. Melissa has been working in the financial services industry since November 26, 2019. Melissa holds the Series 99TO and SIE licenses.

Firm Information

Melissa Heikkinen is currently registered with Steward Partners Investment Solutions, LLC. Steward Partners Investment Solutions, LLC is a Limited Liability Company formed in 2021 and is registered in 53 states and the SEC. The firm has reported 13 regulatory events and 1 arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Melissa Heikkinen’s Registration & Firm History

OR

11/27/2019 - Present

Steward Partners Investment Solutions, LLC (PORTLAND OR)

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Licenses & Designations

BC

Issued 11/27/2019

Series 99TO - Operations Professional Examination

BC

Issued 07/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Heikkinen.
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