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Melissa Marie Raimundo

Beacon Trust

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About Melissa Marie Raimundo

Melissa Raimundo is a financial advisor who has been in the industry since June 2014. She is currently registered with Beacon Trust in Morristown, New Jersey. Previously, Melissa Raimundo was registered with Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Melissa Raimundo is a Certified Financial Planner and holds the Series 63, Series 66, and Series 7 licenses. Melissa Raimundo specializes in providing financial planning services to individuals, businesses, and charitable organizations.

Firm Information

Melissa Raimundo is currently registered with Beacon Trust. Beacon Trust is an investment advisor headquartered in Morristown, New Jersey. The firm manages approximately $4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Beacon Trust provides financial planning, portfolio management, and consulting services.
Beacon Trust

163 MADISON AVENUE

MORRISTOWN, NJ 07960

$4.02B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Melissa Raimundo’s Registration & Firm History

NJ

09/12/2019 - Present

Beacon Trust (MORRISTOWN NJ)

NY

03/02/2016 - 07/11/2018

WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)

NY

06/16/2014 - 02/29/2016

J.P. MORGAN SECURITIES LLC (new york NY)

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Licenses & Designations

BOTH

Issued 05/28/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/12/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Marie Raimundo.
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