Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Larson is a financial advisor at Raymond James & Associates, Inc. based in Stuart, Florida. Melissa has been in the industry since 2009 and holds Series 7, Series 63, and Series 65 licenses. Melissa has previous experience with Morgan Stanley, Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Melissa specializes in a wide range of financial services including portfolio management, financial planning, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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
FL
04/12/2022 - Present
Raymond James & Associates, Inc. (Stuart FL)
FL
10/16/2017 - 08/24/2021
MORGAN STANLEY (Fort Lauderdale FL)
FL
03/03/2017 - 08/25/2017
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
FL
05/13/2013 - 03/06/2017
MORGAN STANLEY (FT. LAUDERDALE FL)
FL
05/03/2013 - 05/03/2013
RAYMOND JAMES & ASSOCIATES, INC. (FT. LAUDERDALE FL)
FL
06/01/2009 - 08/24/2009
MORGAN STANLEY SMITH BARNEY (FT. LAUDERDALE FL)
FL
06/14/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FT. LAUDERDALE FL)
IA
Issued 04/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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