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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Kathrine Snook is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Melissa has been in the securities industry since 2014 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Melissa holds Series 7, 6, and 63 licenses, as well as the SIE and Series 65. Prior to joining Merrill Lynch, Melissa worked at Securities America, Inc. and First Investors Corporation. Melissa is also an advisory board member for The La Jolla Historical Society.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
12/12/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LA JOLLA CA)
CA
01/11/2016 - 11/22/2016
SECURITIES AMERICA, INC. (SAN DIEGO CA)
CA
10/28/2014 - 01/02/2015
FIRST INVESTORS CORPORATION (SAN DIEGO CA)
IA
Issued 12/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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