Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Jaeger is a financial advisor with Raymond James & Associates, Inc. Melissa has been in the financial industry since 2011 and has been registered with Raymond James & Associates, Inc. since 2014. Melissa specializes in providing financial advice to individuals, businesses, pension and profit sharing plans, high net worth individuals, insurance companies, charitable organizations, and banking or thrift institutions. Melissa holds Series 7, 9, 10, 24, 63 and 66 licenses as well as registrations in several states. Melissa has a strong understanding of the financial markets and is committed to providing her clients with the highest level of service.
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.
Please see note in schedule d - miscellaneous
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
FL
07/31/2014 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BOTH
Issued 07/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/10/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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