Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Gerckens is a financial advisor at Beacon Pointe Advisors, LLC. Melissa has been in the industry since June 2012. Melissa is a Certified Financial Planner™ and holds a Series 7 and Series 66 license. Melissa has worked at several firms in the past, including AXA Advisors, LLC, Regentatlantic Capital, LLC, and Heller Wealth Advisors, LLC. Melissa is registered with the state of New Jersey and New York. Melissa's areas of specialization include retirement planning, college savings, estate planning, and insurance. Melissa also provides consulting services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
Consulting services
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
NJ
02/24/2021 - Present
Beacon Pointe Advisors, LLC (Summitt NJ)
NJ
06/29/2012 - 04/11/2014
AXA ADVISORS, LLC (EDISON NJ)
BOTH
Issued 10/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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