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 Taylor is an investment advisor representative registered with Osaic Wealth, Inc. Melissa has been in the financial industry since 2007. Melissa has held several positions with other firms including Sagepoint Financial, Inc. and Morgan Stanley. Melissa holds licenses for Series 7, 66 and SIE exams. Melissa also holds a Series 79TO.
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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2
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
04/30/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
CA
06/01/2009 - 08/07/2018
MORGAN STANLEY (SAN FRANCISCO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
NY
04/17/2006 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 6/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 8/7/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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