Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Wilczak is a registered investment advisor representative for Dillow Wealth Management LLC. Melissa has been in the financial services industry since 1997 and holds both Series 63 and 66 licenses. Melissa has a strong background in financial services, having previously worked at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co., Incorporated, and Salomon Smith Barney Inc. Melissa is a Director of Operations for Cypress Holdings Group, a boutique family office, and has held this role since March 2022.
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.
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.
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2
IL
04/05/2022 - Present
Dillow Wealth Management LLC (OAKBROOK TERRACE IL)
IL
05/28/2014 - 03/15/2022
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
03/15/2002 - 05/22/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
NY
03/17/2000 - 02/28/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
06/20/1997 - 12/02/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 03/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1998
Series 3 - National Commodity Futures Examination
BC
Issued 06/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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