Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Marr is a financial advisor at Merrill Lynch. Melissa has been in the financial industry since 2006 and holds a Series 7, Series 10, Series 9, Series 31, and Series 66 license. Melissa's clients include corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth. Melissa is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Melissa also has experience working with individuals, corporations, and charitable organizations. Melissa is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CT
11/05/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MYSTIC CT)
CT
11/27/2017 - 09/24/2019
JANNEY MONTGOMERY SCOTT LLC (Mystic CT)
CT
12/05/2014 - 11/29/2017
WELLS FARGO CLEARING SERVICES, LLC (GLASTONBURY CT)
CT
10/29/2007 - 12/08/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MYSTIC CT)
CT
03/09/2006 - 09/19/2007
UBS FINANCIAL SERVICES INC. (NEW LONDON CT)
BOTH
Issued 09/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/27/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/13/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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