Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Miller is a financial advisor with over 16 years of experience in the financial services industry. Melissa is currently registered with Cambridge Investment Research Advisors, Inc. and has a Series 6, Series 63, and Series 65 license. Melissa has previously held positions with MML Investors Services, LLC and NYLIFE Securities LLC. Melissa specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Melissa is dedicated to helping her clients achieve 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.
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.
Solicitation fees from 3rd party money managers
1
2
CO
06/09/2017 - Present
Cambridge Investment Research Advisors, Inc. (Denver CO)
CO
03/10/2014 - 02/04/2015
MML INVESTORS SERVICES, LLC (DENVER CO)
CO
01/19/2009 - 03/11/2014
NYLIFE SECURITIES LLC (LITTLETON CO)
BC
Issued 06/18/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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