Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Corbeg is a financial advisor with over 10 years of experience in the industry. Melissa is registered with LPL Financial LLC and has offices in Waukesha, WI. Melissa is also a registered investment advisor, and holds a Series 63, Series 65, Series 7 and a SIE license. Melissa previously worked with Waddell & Reed for several years. Melissa is committed to providing her clients with personalized financial advice to help them reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
07/21/2021 - Present
LPL Financial LLC (WAUKESHA WI)
WI
12/04/2018 - 07/21/2021
WADDELL & REED (Waukesha WI)
WI
04/25/2016 - 05/09/2017
WADDELL & REED (WAUKESHA WI)
WI
01/01/2015 - 03/03/2016
LPL FINANCIAL LLC (WAUKESHA WI)
IA
Issued 07/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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