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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 Kay Sturgis is a financial advisor with Prime Capital Financial. Melissa has been in the financial services industry since September 24, 1992, and holds a Series 6, 7, 22, 24, 26, 63, and 65 licenses. Melissa has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Melissa specializes in financial planning, portfolio management, and retirement planning. Melissa is a registered representative with Prime Capital Financial and a registered investment advisor with the state of Kansas. In addition to her work at Prime Capital Financial, Melissa is also a photographer for Lucky Shot Studio.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
07/20/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
07/16/2010 - 04/27/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
05/03/1999 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
CA
09/25/1992 - 05/03/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 08/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 04/12/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2003
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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