Unclaimed
Melissa M. Hintz is a financial advisor associated with Kestra Private Wealth Services, LLC. Melissa has been in the industry since 2008 and holds the Series 7TO, Series 63, and Series 66 securities licenses. Melissa has worked at several reputable firms including Merrill Lynch and J.P. Morgan Securities. Melissa provides financial planning and portfolio management services to a variety of clients including individuals, businesses, and retirement plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
06/08/2022 - Present
Kestra Private Wealth Services, LLC (Auburn Hills MI)
MI
08/19/2021 - 06/09/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUBURN HILLS MI)
MI
10/01/2012 - 06/02/2021
J.P. MORGAN SECURITIES LLC (BURTON MI)
MI
03/13/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FLINT MI)
BOTH
Issued 03/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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