Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Burek is a financial advisor at Ameriprise Financial Services, LLC in AUSTIN, TX. Melissa has been in the financial services industry since 2007 and has a strong track record of success. Melissa holds Series 7, 9, 10, and 66 licenses and is dedicated to providing her clients with personalized financial advice.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
TX
03/18/2024 - Present
Ameriprise Financial Services, LLC (AUSTIN TX)
TX
02/10/2014 - 03/22/2024
RBC CAPITAL MARKETS, LLC (AUSTIN TX)
TX
06/01/2009 - 02/21/2014
MORGAN STANLEY (AUSTIN TX)
TX
06/14/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AUSTIN TX)
BOTH
Issued 10/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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