Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Stewart is a financial advisor with over 15 years of experience in the industry. Melissa is a Certified Financial Planner™ and has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Melissa is currently registered with Dynamic Wealth Advisors, a firm that provides financial planning, investment management, and retirement planning services.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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MI
07/01/2021 - Present
Dynamic Wealth Advisors (GRAND RAPIDS MI)
MI
01/12/2011 - 07/12/2021
RAYMOND JAMES & ASSOCIATES, INC. (Grand Rapids MI)
MI
07/27/2006 - 01/07/2011
OPPENHEIMER & CO. INC. (GRAND RAPIDS MI)
BOTH
Issued 10/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/30/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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