Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Stein is a financial advisor who has been in the industry since 2005. Melissa is registered with LPL Financial LLC and has a Series 7, Series 24, and Series 66 license. Melissa also holds the Certified Financial Planner designation. Melissa has experience working with individuals, businesses, and charitable organizations. Melissa specializes in providing financial planning, investment management, and retirement planning services. Melissa is committed to helping her clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
12/05/2022 - Present
LPL Financial LLC (CANONSBURG PA)
PA
11/13/2015 - 12/05/2022
NEWEDGE SECURITIES, INC. (MCMURRAY PA)
PA
07/03/2008 - 11/18/2015
CETERA ADVISORS LLC (MCMURRAY PA)
PA
09/07/2005 - 07/08/2008
AMERIPRISE FINANCIAL SERVICES, INC. (SEWICKLEY PA)
BOTH
Issued 09/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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