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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Marin is a financial advisor who has been working in the industry since 2002. Melissa is currently registered as an investment advisor representative with Onedigital Investment Advisors, based in Overland Park, KS and Integrated Wealth Concepts LLC, based in Escondido, CA. Melissa has a diverse background and experience in providing financial advice. Her previous experience includes working with firms such as Commonwealth Financial Network and Triad Advisors LLC. Melissa holds the Series 65, Series 66 and Series 7 securities licenses. She specializes in providing financial planning, pension consulting and portfolio management services. Melissa Marin's goal is to help her clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
10/05/2022 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
CA
10/31/2022 - 12/31/2022
TRIAD ADVISORS LLC (Escondido CA)
CA
07/05/2019 - 10/04/2022
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
MA
07/17/2014 - 03/11/2019
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CA
01/03/2013 - 05/30/2014
HUB INTERNATIONAL INVESTMENT SERVICES INC. (SAN DIEGO CA)
CA
06/06/2008 - 05/29/2014
FINANCIAL TELESIS INC (SAN DIEGO CA)
CA
10/02/2006 - 03/07/2008
AIG RETIREMENT ADVISORS, INC. (SAN DIEGO CA)
CA
12/06/2004 - 09/08/2006
IFMG SECURITIES, INC. (LA MESA CA)
CA
07/26/2004 - 12/02/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
06/26/2002 - 07/14/2004
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
NJ
01/31/2002 - 06/28/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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