Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa K. Kaufman-lovell is a financial advisor at Morgan Stanley, with over 30 years of experience in the financial services industry. Melissa has worked in both broker-dealer and investment advisor capacities, having previously been with Citigroup Global Markets Inc. and Lehman Brothers Inc.. Melissa holds the Series 7, 63, and 66 licenses, and the SIE exam. Melissa has a broad range of experience in advising both individuals and institutions, including working with estate planning, investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Melissa is registered in 39 states and the District of Columbia.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
03/19/2020 - Present
Morgan Stanley (Atlanta GA)
GA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
08/23/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 03/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Melissa Kaufman-lovell is the right advisor for you? Invested Better is here to help.
