Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Marie Christensen is a financial advisor with over 14 years of experience in the financial services industry. Melissa is currently registered with Fidelity Personal and Workplace Advisors. She holds a Series 7, Series 63, Series 9, Series 10, and SIE licenses. Melissa has a proven track record of providing financial advice to individuals, families, and businesses. Melissa is committed to helping her clients achieve their financial goals. She is also a licensed investment advisor representative in Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (FRIENDSWOOD TX)
MN
05/12/2010 - 09/16/2010
M&I FINANCIAL ADVISORS, INC (EDEN PRAIRIE MN)
MN
01/20/2010 - 05/14/2010
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
07/17/2006 - 01/06/2010
FIDELITY BROKERAGE SERVICES LLC (OAKDALE MN)
IA
Issued 08/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/14/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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