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Melissa Moulton Nagaraj

Cbiz Financial Solutions, Inc.

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About Melissa Moulton Nagaraj

Melissa Nagaraj is a financial professional who has been in the industry since 2020. Melissa is currently registered with Cbiz Financial Solutions, Inc. in Phoenix, Arizona, and has previously held a registration with FRANKLIN/TEMPLETON DISTRIBUTORS, INC. Melissa holds Series 7, Series 6 and SIE licenses. Melissa has experience with a variety of client types, including pension and profit-sharing plans, corporations, and individuals. Melissa's firm offers a range of advisory services, including financial planning, pension consulting, and portfolio management for businesses.

Firm Information

Melissa Nagaraj is currently registered with Cbiz Financial Solutions, Inc.. Cbiz Financial Solutions, Inc. is a corporation formed in 1984 and approved in the United States. They are headquartered in Cleveland, Ohio and registered in 47 states and the SEC. The firm provides pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses. Cbiz Financial Solutions, Inc. manages approximately $41.13 million in assets for 32 clients, primarily pension and profit-sharing plans. They have a team of 13 licensed agents, 21 investment adviser representatives, and 16 registered representatives.
Cbiz Financial Solutions, Inc.

5959 ROCKSIDE WOODS BLVD N

CLEVELAND, OH 44131

$41.13M

Assets Under Management

32

Total Clients

23

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under advisement

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Melissa Nagaraj’s Registration & Firm History

AZ

02/29/2024 - Present

Cbiz Financial Solutions, Inc. (Phoenix AZ)

CA

12/10/1996 - 04/28/2000

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

BC

Issued 02/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/09/2023

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Melissa Moulton Nagaraj. Review regulatory record here.
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