Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Lauren Weisz is a financial advisor with Corient. Melissa holds the Certified Financial Planner and Chartered Financial Analyst designations. Melissa is a registered investment advisor representative in New Jersey, New York and Texas. Melissa has been in the financial services industry since September 2004 and has worked for Wechter Feldman Wealth Management, Inc., Corient, Corient Services LLC, CIPW Service Company, LLC, and RegentAtlantic.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
11/21/2023 - Present
Corient (MIAMI FL)
Active
Inactive
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