Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Trapp is a financial advisor with Commonwealth Financial Network. Melissa has been in the financial industry since 1988 and has a wide range of experience. Melissa has a Series 6, 7, 24, 63, and 65 license. Melissa specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Melissa's experience and expertise allow her to help clients develop financial plans that meet their individual needs. Melissa is committed to providing her clients with the highest level of service and support.
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.
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2
RI
07/25/2011 - Present
Commonwealth Financial Network (PROVIDENCE RI)
NY
09/01/2000 - 11/28/2000
QUICK & REILLY, INC. (NEW YORK NY)
MA
05/18/2000 - 09/14/2000
FIS SECURITIES, INC. (BOSTON MA)
MA
05/17/2000 - 09/11/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
NH
09/23/1999 - 05/19/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
RI
09/27/1994 - 10/26/1999
FISCO EQUITY, INC. (LINCOLN RI)
NJ
02/23/1994 - 10/20/1994
FIRST PRIORITY INVESTMENT CORPORATION (NEWARK NJ)
NA
05/18/1988 - 02/23/1994
GREEN HILL FINANCIAL SERVICE CORPORATION
IA
Issued 05/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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