Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Pennington is a registered representative with LPL Financial LLC, and has been in the industry since March 2005. Melissa has been a registered representative with Waddell & Reed and U.S. Bancorp Investments, Inc. Melissa is licensed to provide securities-related services in 13 states. Melissa is registered with the state of Ohio as an investment advisor representative. Melissa specializes in providing financial planning and investment advice to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
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2
OH
07/21/2021 - Present
LPL Financial LLC (CENTERVILLE OH)
OH
03/31/2015 - 07/21/2021
WADDELL & REED (CENTERVILLE OH)
OH
03/03/2005 - 04/02/2015
U.S. BANCORP INVESTMENTS, INC. (MIAMISBURG OH)
BOTH
Issued 07/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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