Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Falkenbach is a financial advisor with Stifel, Nicolaus & Company, Inc. Melissa has been in the financial industry since 1987 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Melissa is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Melissa specializes in providing 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
03/19/2020 - Present
Stifel, Nicolaus & Company, Inc. (DUBLIN OH)
OH
04/02/2012 - 08/09/2016
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
CO
01/03/1997 - 10/08/1997
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
03/10/1987 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BOTH
Issued 05/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Melissa Falkenbach is the right advisor for you? Invested Better is here to help.
