Unclaimed
Melissa Lynn Intezar is a financial professional with over 7 years of experience in the industry. Melissa is currently registered with Assetmark Brokerage, LLC and has held previous positions with INVEST FINANCIAL CORPORATION, INVESTMENT CENTERS OF AMERICA, INC., NATIONAL PLANNING CORPORATION, SII INVESTMENTS, INC., CURIAN CLEARING, LLC and RAYMOND JAMES FINANCIAL SERVICES, INC.. Melissa has passed the Securities Industry Essentials Examination and the General Securities Representative Examination.
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
CA
01/09/2018 - Present
Assetmark Brokerage, LLC (CONCORD CA)
WI
11/18/2015 - 11/10/2017
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
11/18/2015 - 11/10/2017
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
CO
11/18/2015 - 11/10/2017
NATIONAL PLANNING CORPORATION (DENVER CO)
WI
11/18/2015 - 11/10/2017
SII INVESTMENTS, INC. (APPLETON WI)
CO
11/06/2013 - 11/02/2015
CURIAN CLEARING, LLC (DENVER CO)
FL
11/01/2011 - 10/12/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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