Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Moser is a financial advisor with Centennial Securities Company, Inc. with over 27 years of experience in the financial services industry. Melissa holds Series 7, 52, 63, and 66 licenses and the SIE designation. She is a licensed representative in Illinois and is a registered investment advisor representative. Melissa has previously worked with B. Riley Wealth Management, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Securities LLC, and ABN AMRO INCORPORATED.
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.
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.
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2
MI
01/20/2023 - Present
Centennial Securities Company, Inc. (GRAND RAPIDS MI)
IL
09/05/2012 - 01/03/2023
B. RILEY WEALTH MANAGEMENT (Chicago IL)
IL
11/01/2010 - 07/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
03/20/2009 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (CHICAGO IL)
IL
09/07/2001 - 03/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
NY
04/06/1999 - 06/09/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
12/05/1994 - 03/08/1999
ABN AMRO INCORPORATED (STAMFORD CT)
IL
09/15/1993 - 12/01/1994
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
BOTH
Issued 10/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1989
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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