Unclaimed
Melissa Lynn Humm is a financial advisor with Osaic Wealth, Inc. based in Maumee, Ohio. Melissa has been in the financial services industry since 2004. Melissa has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Melissa is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Melissa is a Registered Representative and Investment Advisor Representative, and holds several professional designations.
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.
1
2
OH
10/14/2021 - Present
Osaic Wealth, Inc. (MAUMEE OH)
OH
05/12/2015 - 10/18/2021
THE HUNTINGTON INVESTMENT COMPANY (FINDLAY OH)
OH
10/01/2012 - 04/16/2015
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
12/17/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LIMA OH)
NY
11/02/2004 - 03/20/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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