Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Mooney is a financial advisor at Ameriprise Financial Services, LLC in Greenwood Village, Colorado. Melissa has been in the industry since August 8, 2017. Melissa has a Series 7TO, Series 6, and Series 63 license. Melissa holds a Series 6 license, is a registered representative, and works with individuals, high-net-worth individuals, corporations and other businesses, insurance companies, charitable organizations, trusts and estates, and pension and profit-sharing plans. Melissa previously worked at AXOS CLEARING LLC, E*TRADE SECURITIES LLC, and HORACE MANN INVESTORS INC.
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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2
CO
07/06/2022 - Present
Ameriprise Financial Services, LLC (Greenwood Village CO)
CO
08/13/2021 - 06/03/2022
AXOS CLEARING LLC (CENTENNIAL CO)
CO
11/13/2019 - 12/31/2020
E*TRADE SECURITIES LLC (Centennial CO)
CO
03/05/2004 - 02/20/2007
HORACE MANN INVESTORS INC (AURORA CO)
BC
Issued 12/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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