Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Lynn Taylor is a financial advisor with over 20 years of experience in the industry. Melissa is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 66 licenses. Melissa currently works at Raymond James & Associates, Inc. in Saratoga Springs, NY, and previously worked at Wells Fargo Advisors, LLC and Janney Montgomery Scott LLC. Melissa is registered in 32 states and the District of Columbia, and specializes in providing financial advice and portfolio management to individuals, families, and businesses. Melissa offers financial planning, portfolio management, and investment advice. Melissa is committed to providing her clients with personalized service and helping them 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.
Please see note in schedule d - miscellaneous
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.
1
2
NY
07/07/2016 - Present
Raymond James & Associates, Inc. (Saratoga Springs NY)
NY
05/25/2006 - 11/24/2015
WELLS FARGO ADVISORS, LLC (LATHAM NY)
NY
04/01/2002 - 05/16/2006
JANNEY MONTGOMERY SCOTT LLC (ALBANY NY)
BOTH
Issued 07/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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