Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Hopper is a registered representative with LPL Financial LLC, a well-established financial firm with over $50 billion in assets under management. Melissa has been in the financial services industry since 2006 and holds a Series 7 and Series 66 license. Melissa also has experience with OSAIC WEALTH, INC. and Woodbury Financial Services, INC.. Melissa's main office is located in West Bend, WI. Melissa provides financial planning, portfolio management, pension consulting, and educational seminars to individuals, businesses, and charitable organizations. Melissa Hopper's primary focus is to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
08/19/2024 - Present
LPL Financial LLC (West Bend WI)
WI
01/19/2024 - 08/22/2024
OSAIC WEALTH, INC. (WEST BEND WI)
WI
09/07/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WEST BEND WI)
BOTH
Issued 10/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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