Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Kenshalo is a financial advisor with over 20 years of experience in the industry. Melissa is currently registered with Eagle Strategies LLC and has previously worked with several other firms including Stifel, Nicolaus & Company, Incorporated, RBC Capital Markets, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Melissa is licensed to provide investment advice in California, District of Columbia, Maryland, Virginia, and West Virginia. Melissa is a Certified Financial Planner and offers a range of financial planning services to individuals, families, and businesses.
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.
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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2
CA
09/15/2023 - Present
Eagle Strategies LLC (NEWPORT BEACH CA)
CA
07/08/2021 - 05/18/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (IRVINE CA)
CA
06/08/2017 - 07/29/2021
RBC CAPITAL MARKETS, LLC (NEWPORT BEACH CA)
CA
07/22/2005 - 06/09/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
MD
11/07/2001 - 07/25/2005
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
BOTH
Issued 1/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/6/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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