Unclaimed
Melissa Horan is a financial advisor located in Sappington, MO. Melissa is registered with U.s. Bancorp Investments, Inc. Melissa is a Series 63, Series 6TO and SIE licensed professional. Melissa provides financial services to clients such as individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MO
01/24/2022 - Present
U.s. Bancorp Investments, Inc. (Sappington MO)
BC
Issued 03/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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