Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Lavely is a financial advisor with Empower Advisory Group, LLC, based in Greenwood Village, Colorado. Melissa has been a registered representative and investment advisor for over 10 years. Melissa is also registered with the state of Virginia. Melissa has a wide range of experience in the financial services industry, including working with individuals, businesses, and institutions. Melissa is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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
CO
04/15/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MO
12/15/2023 - 02/02/2024
EDWARD JONES (ST. LOUIS MO)
VA
11/16/2013 - 01/13/2021
WELLS FARGO CLEARING SERVICES, LLC (FREDERICKSBURG VA)
BOTH
Issued 03/27/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Lavely is the right advisor for you? Invested Better is here to help.
