Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa McGrath is a financial advisor with Ameriprise Financial Services, LLC, based in Charlotte, NC. Melissa has over 20 years of experience in the financial industry. She is a registered representative and investment advisor representative in North Carolina. Melissa is also a Series 66, Series 52TO, Series 7, Series 4, Series 53, and Series 24 licensed individual. Melissa works with a wide range of clients including individuals, businesses, charitable organizations, trusts, and estates. Melissa's specialties include asset allocation, financial planning, pension consulting, and portfolio management.
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.
Asset allocation services
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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NC
06/19/2024 - Present
Ameriprise Financial Services, LLC (Charlotte NC)
FL
08/25/2023 - 05/29/2024
PWA SECURITIES, LLC (FORT LAUDERDALE FL)
FL
05/12/2023 - 08/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
SC
10/04/2021 - 04/21/2023
LPL FINANCIAL LLC (FORT MILL SC)
NC
10/13/2015 - 09/29/2021
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
NJ
12/11/2007 - 09/25/2015
PRUCO SECURITIES, LLC. (ISELIN NJ)
NJ
10/06/2004 - 12/04/2007
FIRST INVESTORS CORPORATION (EDISON NJ)
NJ
09/06/2001 - 05/17/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 03/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2021
Series 4 - Registered Options Principal Examination
BC
Issued 05/14/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2001
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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