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 McAuliffe is a financial advisor with Voya Financial Advisors, Inc. located in Windsor, Connecticut. Melissa has been in the financial services industry since June 1994. Melissa is also registered with Voya Financial Partners, LLC. Melissa is a Series 6, 7, 26, 63, SIE, and 99TO licensed professional.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
05/26/2016 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
06/29/2005 - 10/10/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (HARTFORD CT)
MA
03/31/1994 - 08/17/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
09/06/1996 - 04/19/1999
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
MA
03/31/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 06/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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