Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Irene Adams is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Melissa has over 20 years of experience in the financial services industry. Melissa has a strong track record of success in helping clients achieve their financial goals. Melissa specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Melissa has earned a number of industry licenses and designations. Melissa is also a member of the National Association of Personal Financial Advisors (NAPFA). Prior to joining Raymond James, Melissa held positions at UBS Financial Services Inc., RBC Capital Markets, LLC, Ameriprise Financial Services, Inc., and Infinex Investments, Inc.. Melissa is committed to providing her clients with personalized service and a high level of expertise.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ME
02/01/2019 - Present
Raymond James Financial Services Advisors, Inc. (BANGOR ME)
ME
10/08/2015 - 02/06/2019
UBS FINANCIAL SERVICES INC. (BANGOR ME)
ME
11/04/2014 - 09/25/2015
RBC CAPITAL MARKETS, LLC (BANGOR ME)
ME
06/13/2005 - 11/14/2014
AMERIPRISE FINANCIAL SERVICES, INC. (BANGOR ME)
MN
06/13/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
05/07/2004 - 05/13/2005
INFINEX INVESTMENTS, INC. (MERIDEN CT)
TX
01/16/2002 - 02/14/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
MA
09/19/2000 - 07/24/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
IA
Issued 01/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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