Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Seibert is a financial advisor with over 23 years of experience in the financial services industry. Melissa is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management. Melissa has previously held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James & Associates, Inc. Melissa has a strong track record of providing financial advice to individuals, families, and businesses. Melissa holds a Series 63, Series 66, and Series 7 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.
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
IL
08/03/2023 - Present
Rockefeller Financial LLC (Chicago IL)
OH
08/03/2010 - 05/18/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
OH
02/10/2006 - 07/13/2010
RAYMOND JAMES & ASSOCIATES, INC. (CINCINNATI OH)
NY
02/10/1999 - 02/13/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 04/16/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/10/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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