Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa MacLeod is a financial advisor with Osaic Wealth, Inc. Melissa has over 20 years of experience in the financial services industry. Melissa holds the Series 66 and Series 7 licenses. Melissa provides financial planning and investment management services to individuals and families. Melissa is also a registered representative with Securities America, Inc. Melissa is committed to helping clients achieve their financial goals. Melissa has a strong understanding of the financial markets and a proven track record of success. Melissa is a trusted advisor and a valuable resource for her clients.
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.
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GA
06/14/2024 - Present
Osaic Wealth, Inc. (ATLANTA GA)
GA
12/01/2003 - 06/14/2024
SECURITIES AMERICA, INC. (ATLANTA GA)
MA
01/15/2002 - 12/02/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MN
10/11/2001 - 12/21/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/11/2001 - 12/21/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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