Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Kahler is a financial advisor with over 15 years of experience in the financial services industry. Melissa currently works with LPL Financial LLC. Before that, Melissa worked with Transamerica Financial Advisors, Inc. in Las Vegas, NV. Melissa holds the Series 6, 63, 65 and SIE securities licenses. Melissa's specialties include financial planning, investment management and insurance. Melissa can assist clients with a variety of financial needs, including retirement planning, college savings, estate planning, and insurance. Melissa is committed to providing her clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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
NV
10/12/2023 - Present
LPL Financial LLC (LAS VEGAS NV)
NV
01/25/2020 - 10/19/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (LAS VEGAS NV)
PA
03/25/2004 - 09/08/2015
M&T SECURITIES, INC. (YORK PA)
IA
Issued 07/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/18/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Kahler is the right advisor for you? Invested Better is here to help.
