Unclaimed
Melissa Reider is an investment advisor representative with Cetera Investment Advisers LLC and Financial Management Strategies, Inc. Melissa has been in the securities industry since December 8, 1983. Melissa is licensed in Arizona, California, Florida, Illinois, Kansas, Massachusetts, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Melissa specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (LYNDHURST OH)
OH
05/08/1991 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CLEVELAND OH)
NY
10/23/1987 - 09/18/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
04/22/1983 - 11/30/1987
E. F. HUTTON & COMPANY INC
BC
Issued 04/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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