Unclaimed
Melissa Falvey is a financial advisor registered with Fidelity Brokerage Services LLC. Melissa holds Series 6, 7TO and SIE licenses and has been in the financial services industry since 2005. Melissa has previously worked at Lincoln Financial Advisors Corporation and Vanguard Marketing Corporation. Melissa currently works at the Fidelity Brokerage Services LLC branch in Covington, Kentucky. Melissa is registered in 13 states including California, Delaware, Florida, Illinois, Kentucky, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Texas, Utah and Virginia.
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.
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.
1
2
KY
01/20/2017 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
IN
07/26/2016 - 01/04/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
03/13/2013 - 01/14/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
04/21/2005 - 12/17/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 04/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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