Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Lannon is a financial advisor with Fidelity Personal And Workplace Advisors. Melissa has been in the financial services industry for 20 years. Melissa is a registered representative in New Jersey, Texas, and Utah. Melissa is also a registered investment advisor in New Jersey, Texas, and Utah. Melissa holds the Series 65, Series 66, Series 7 and the SIE exams. Melissa specializes in providing financial planning, portfolio management, and other investment advisory services to individual and business 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.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
01/01/2005 - 08/02/2010
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
06/11/2003 - 01/01/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
MO
04/23/2002 - 04/25/2003
EDWARD JONES (ST. LOUIS MO)
NJ
08/29/2001 - 04/08/2002
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
IA
Issued 07/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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