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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Boyer is a financial advisor registered with Modera Wealth Management, LLC. Melissa has been a registered financial advisor since 2000 and holds the Series 6, 7, 24, 63, and 65 licenses. Melissa is a Certified Financial Planner™ professional. Melissa has experience working with individuals, families, and businesses. Melissa specializes in financial planning, portfolio management, pension consulting, and selection of other advisors. Melissa has worked at a number of firms including LPL Financial LLC, MetLife Investors Distribution Company, and MetLife Securities, Inc.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
01/02/2020 - Present
Modera Wealth Management, LLC (CHARLOTTE NC)
SC
12/13/2016 - 04/10/2018
LPL FINANCIAL LLC (FORT MILL SC)
NC
06/14/2016 - 11/23/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
03/04/2002 - 06/15/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
NC
08/30/2006 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
CA
08/30/2006 - 09/04/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
08/30/2006 - 09/04/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
03/04/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
PA
10/12/2000 - 10/29/2001
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 04/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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