Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Kiser is a financial advisor in Lake Oswego, Oregon. Melissa has been in the financial services industry since July 27, 1998. Melissa is currently registered with Steward Partners Investment Solutions, LLC. Melissa has also been previously employed by Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Melissa holds the Series 7, Series 63, and SIE licenses.
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.
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.
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2
OR
06/17/2009 - Present
Steward Partners Investment Solutions, LLC (LAKE OSWEGO OR)
OR
06/01/2009 - 06/23/2009
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
02/16/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
NY
07/28/1998 - 02/26/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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