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 Halloran is a financial advisor in Beachwood, OH. Melissa has 25 years of experience in the financial services industry. Melissa currently works at Wells Fargo Advisors Financial Network, LLC and is registered with the state of Ohio. Melissa's previous firms include UBS Financial Services Inc., Raymond James & Associates, Inc., Advest, Inc., and Prudential Securities Incorporated. Melissa is a Series 7, Series 9, Series 10 and Series 63 licensed representative. Melissa also holds the SIE designation. Melissa specializes in providing investment advice to individuals, businesses, corporations, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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.
1
2
OH
05/05/2015 - Present
Wells Fargo Advisors Financial Network, LLC (BEACHWOOD OH)
OH
01/23/2009 - 05/11/2015
UBS FINANCIAL SERVICES INC. (PEPPER PIKE OH)
OH
01/02/2004 - 01/28/2009
RAYMOND JAMES & ASSOCIATES, INC. (BEACHWOOD OH)
CT
04/16/1999 - 01/26/2004
ADVEST, INC. (HARTFORD CT)
NY
04/21/1998 - 04/21/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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