Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Cournyer is a financial advisor at Integrated Wealth Concepts LLC in Gig Harbor, WA. Melissa has been in the financial services industry since 2013, working at a variety of firms before joining Integrated Wealth Concepts. Melissa holds the Series 7, 63, 66, and 24 licenses, and the SIE exam. Melissa is a registered investment advisor in Washington State. Melissa specializes in providing financial planning, pension consulting, selection of other advisors and portfolio management for individuals. In addition to working with individuals, Melissa also has experience working with clients such as corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals.
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.
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.
1
2
WA
08/21/2020 - Present
Integrated Wealth Concepts LLC (Gig Harbor WA)
WA
05/26/2016 - 08/21/2020
BANKERS LIFE SECURITIES, INC. (UNIVERSITY PLACE WA)
WA
01/01/2014 - 05/26/2016
PROEQUITIES, INC. (UNIVERSITY PLACE WA)
BOTH
Issued 04/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Cournyer is the right advisor for you? Invested Better is here to help.
