Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Leigh Coleman is a registered Investment Advisor Representative with Advocacy Wealth Management, LLC. Melissa Leigh Coleman is a licensed professional with a Series 65 license. Melissa Leigh Coleman specializes in providing financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. Melissa Leigh Coleman has over 20 clients and approximately $1,723,821,312 in regulatory assets under management.
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.
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.
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GA
11/18/2022 - Present
Advocacy Wealth Management, LLC (ATLANTA GA)
IA
Issued 05/23/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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