Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Nazareno Margallo is a financial advisor in San Diego, California. Melissa has been working in the financial industry since 2009 and is currently registered with U.S. Bancorp Investments, Inc. Melissa has a strong background in financial services, having previously worked with Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and National Planning Corporation. Melissa is a Series 6, 7, and 63 licensed professional and holds the SIE certification. Melissa is passionate about helping clients achieve their financial goals and specializes in retirement planning, college savings, investment management, and estate planning. Melissa is dedicated to providing her clients with personalized financial advice and guidance to help them make informed decisions about their financial future.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
08/01/2023 - Present
U.s. Bancorp Investments, Inc. (San Diego CA)
CA
11/12/2021 - 07/31/2023
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
04/13/2015 - 10/11/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RANCHO SANTA FE CA)
CA
09/15/2009 - 04/02/2015
NATIONAL PLANNING CORPORATION (SAN DIEGO CA)
IA
Issued 07/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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