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Melissa Lynn Intezar

Assetmark Brokerage, LLC

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About Melissa Lynn Intezar

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.

Firm Information

Melissa Intezar is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Melissa Intezar’s Registration & Firm History

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)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Lynn Intezar.
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