Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Frantz is a financial advisor in Novi, Michigan. Melissa has been in the financial services industry since February 2004. Melissa is registered with Ameriprise Financial Services, LLC and holds Series 7 and 66 securities licenses. Melissa has been employed with Ameriprise Financial Services, Inc. since 2005, and with Ameriprise Financial Services, LLC since 2020. Prior to that, Melissa was employed by IDS LIFE INSURANCE COMPANY in Minneapolis, Minnesota. Melissa has a state exam in Uniform Combined State Law Examination and has a product exam in Securities Industry Essentials Examination. Melissa specializes in Retirement, College Savings, Estate Planning, Mutual Funds, Annuities, Insurance, and Long Term Care.
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
MI
09/03/2010 - Present
Ameriprise Financial Services, LLC (Novi MI)
MN
02/25/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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