Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Pavone is a financial advisor with Forefront, a firm located in Austin, TX. Melissa has been in the industry since 2007 and has held previous roles at UBS Financial Services Inc., Citigroup Global Markets Inc. and Northwestern Mutual Investment Services, LLC. Melissa holds Series 6, 7, 9, 10, 63 and 66 licenses. Melissa is a Certified Financial Planner. Melissa specializes in financial planning, portfolio management for individuals, and education seminars. Melissa's clients include individuals and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees and revenue share for referrals to third parties
1
2
NY
09/16/2024 - Present
Forefront (Westhampton Beach NY)
NY
10/12/2007 - 01/07/2014
UBS FINANCIAL SERVICES INC. (SOUTHAMPTON NY)
NY
08/07/2007 - 09/25/2007
CITIGROUP GLOBAL MARKETS INC. (PORT JEFFERSON NY)
NY
07/14/2006 - 01/26/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COMMACK NY)
BOTH
Issued 12/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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