Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Helen Perez is a financial advisor who is registered with the state of New York. Melissa has been in the financial industry since June 2021. Melissa is currently employed with Avantax Investment Services, Inc.. Melissa has passed the Series 63, Series 6TO and SIE exams. Melissa is located in Staten Island, New York and has an office at 95 New Dorp Lane.
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.
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.
1
2
NY
06/22/2021 - Present
Avantax Investment Services, Inc. (STATEN ISLAND NY)
BC
Issued 07/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Melissa Perez is the right advisor for you? Invested Better is here to help.
