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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Johnson is an Investment Advisor Representative at Prentice Financial Planning, LLC. Melissa is registered with the state of Washington and has been in the industry since May 2023. Melissa specializes in providing financial planning and portfolio management services to individuals and high net worth individuals.
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.
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.
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WA
03/19/2024 - Present
Prentice Financial Planning, LLC (OLYMPIA WA)
IA
Issued 03/18/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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