Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Lynn Clarke is a financial advisor with Savant Wealth Management. Melissa has been in the industry since 2002. Melissa has a strong background in financial planning and portfolio management. Melissa is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Melissa holds the Series 63, 66, 7 and 24 licenses.
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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CA
10/01/2024 - Present
Savant Wealth Management (Fullerton CA)
CA
05/25/2011 - 10/03/2017
SAGEPOINT FINANCIAL, INC. (FULLERTON CA)
CA
10/28/2010 - 01/14/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (ONTARIO CA)
CA
04/14/2009 - 03/26/2010
TITAN SECURITIES (RANCHO CUCAMONGA CA)
CA
03/01/2006 - 03/30/2009
PRIVATE CONSULTING GROUP, INC. (RANCHO CUCAMONGA CA)
CA
02/10/2003 - 03/02/2006
NFP SECURITIES, INC. (CLAREMONT CA)
OR
08/21/2002 - 01/08/2003
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
BOTH
Issued 08/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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