Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Kimberly James is a financial advisor with Independent Financial Partners. Melissa has been in the financial services industry since 2011 and has experience in a variety of investment areas. Melissa is licensed to provide investment advice in Florida, Connecticut, New York, Pennsylvania, and South Carolina. Melissa holds the Series 7, Series 63, and Series 66 securities licenses. Melissa also holds the SIE exam. Melissa specializes in providing financial planning, portfolio management for individuals, and educational seminars.
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.
Non-discretionary investment 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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
10/15/2024 - Present
Independent Financial Partners (Vero Beach FL)
FL
07/06/2011 - 04/03/2024
FIDELITY BROKERAGE SERVICES LLC (VERO BEACH FL)
BOTH
Issued 06/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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