Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Beach is a financial advisor with Wiser Wealth Management, Inc. in Marietta, Georgia. She is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Melissa has experience working with high-net-worth individuals and families as well as pension and profit sharing plans. Melissa is committed to providing personalized financial advice and guidance to her clients.
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.
Personalized portfolio management to meet individual financial objectives.
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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GA
10/20/2022 - Present
Wiser Wealth Management, Inc. (MARIETTA GA)
NY
08/08/2002 - 06/24/2004
MERCER ALLIED COMPANY, L.P. (COHOES NY)
IA
Issued 06/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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