Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Gilbert is an investment advisor representative, registered with Eagle Strategies LLC. Melissa has been in the industry for over a decade and has a broad range of experience in financial planning and investment management. Melissa is committed to providing clients with personalized advice and helping them achieve their financial goals. Melissa is registered with the Securities and Exchange Commission (SEC) and holds Series 6, 7, 63, and 65 securities licenses. She also holds the Series 7TO and SIE licenses. Melissa is a Registered Investment Advisor (RIA) in South Dakota. Melissa is passionate about helping individuals and families reach their financial goals, and she is dedicated to providing 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.
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.
A percentage of the total value of assets under management is charged.
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SD
06/03/2021 - Present
Eagle Strategies LLC (WATERTOWN SD)
IA
Issued 05/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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