Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Montalvo is a financial advisor with over 12 years of experience in the industry. She is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked at Fidelity Brokerage Services LLC. Melissa is licensed to provide financial advice in multiple states, including Florida, New Jersey, Alabama, California, Colorado, District of Columbia, Georgia, Maryland, Michigan, New York, North Dakota, Oregon, Pennsylvania, and Virginia. She holds the Series 66, Series 7 and SIE licenses and has a diverse background in financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (Palm Beach Gardens FL)
NJ
11/15/2010 - 01/31/2019
FIDELITY BROKERAGE SERVICES LLC (WAYNE NJ)
BOTH
Issued 05/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Montalvo is the right advisor for you? Invested Better is here to help.
