Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Hennessey is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Melissa has been working in the financial industry since August 28, 2019. Melissa has a Series 7, Series 63, and Series 65 license, as well as the SIE exam. Melissa is registered in 17 states and has experience providing financial advice to individuals, corporations, and institutions. Melissa is committed to helping clients achieve their financial goals.
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
MA
11/01/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
04/08/2020 - 08/31/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Boston MA)
MA
07/03/2019 - 03/31/2020
SANTANDER SECURITIES LLC (WEST NEWTON MA)
IA
Issued 07/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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