Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Dixon is a financial advisor with over 16 years of experience in the industry. Melissa is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Melissa has held previous roles with Securities America, Inc., Country Capital Management Company, QA3 Financial Corp. and MML Investors Services, Inc.. Melissa holds Series 7 and Series 66 licenses, and is a Certified Financial Planner. Melissa specializes in providing financial advice to individuals, families, and businesses. Melissa is committed to providing personalized financial planning and investment management services to her clients.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
08/24/2018 - Present
LPL Financial LLC (FORT COLLINS CO)
CO
02/15/2011 - 08/24/2018
SECURITIES AMERICA, INC. (FORT COLLINS CO)
CO
02/12/2009 - 11/08/2010
COUNTRY CAPITAL MANAGEMENT COMPANY (LOVELAND CO)
CO
08/23/2007 - 12/08/2008
QA3 FINANCIAL CORP. (FT COLLINS CO)
CO
10/12/2006 - 08/31/2007
MML INVESTORS SERVICES, INC. (DENVER CO)
BOTH
Issued 04/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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