Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Montalvo is a financial professional registered with J.P. Morgan Securities LLC. Melissa holds licenses in a variety of financial products including Series 6TO, SIE and Series 63. Melissa is registered in 38 states across the United States. Melissa works with a wide range of clients including high net worth individuals, corporations, charitable organizations, and insurance companies. Melissa's professional experience and licensures allow her to provide a variety of financial planning and advisory services.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
01/31/2022 - Present
J.p. Morgan Securities LLC (MOUNT KISCO NY)
BC
Issued 02/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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