Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Lacey is a financial advisor with over 20 years of experience. Melissa has held previous roles with several firms including LPL Financial, Jefferson Pilot Securities Corporation, and Crown Capital Securities. Melissa is currently registered with MMA Securities LLC. Melissa is dedicated to helping her clients 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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
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2
CA
09/27/2021 - Present
MMA Securities LLC (San Diego CA)
MO
12/11/2017 - 08/20/2021
LOCKTON INVESTMENT SECURITIES, LLC (KANSAS CITY MO)
NY
05/04/2015 - 11/30/2017
PENTEGRA DISTRIBUTORS INC. (WHITE PLAINS NY)
CA
01/25/2011 - 03/05/2013
LPL FINANCIAL LLC (SAN DIEGO CA)
IN
03/16/2004 - 05/09/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CA
05/14/2003 - 01/02/2004
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
AZ
06/17/1998 - 08/30/2002
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
CA
05/21/1996 - 04/29/1998
PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NJ
01/28/1995 - 01/04/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/26/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 02/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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