Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Colby is a financial advisor with over 13 years of experience in the industry. Melissa is currently registered with Fidelity Personal AND Workplace Advisors and has a Series 6, 7, 63, and 66 licenses. Melissa has previously worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CHASE INVESTMENT SERVICES CORP. and BANC ONE SECURITIES CORPORATION. Melissa specializes in providing financial planning, portfolio management, and educational seminars.
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.
1
2
TX
07/12/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
NY
01/09/2018 - 12/02/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
MA
09/15/2010 - 06/12/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CAMBRIDGE MA)
IL
03/07/2007 - 05/26/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
07/06/2005 - 08/02/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/25/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 07/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Melissa Colby is the right advisor for you? Invested Better is here to help.
