Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Mita Robinson is a registered representative with Flaharty Asset Management, LLC. Melissa is a veteran financial professional with over 23 years of experience in the industry. Melissa currently holds licenses for both Series 63 and Series 65 exams. She has also successfully passed the General Securities Principal Examination (Series 24). Melissa has a long history of working with a wide range of clients, including individuals, corporations, and institutions. Her expertise covers a variety of financial services, including investment advisory services, financial planning, and portfolio management. Melissa is dedicated to helping clients achieve their financial goals through personalized and professional advice.
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
FL
05/28/2024 - Present
Flaharty Asset Management, LLC (Clearwater FL)
FL
10/03/2007 - 05/28/2024
J.W. COLE FINANCIAL, INC. (TAMPA FL)
FL
01/25/2000 - 10/09/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 08/20/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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