Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Monroe is a financial professional licensed in California with over 2 years of experience in the financial industry. Melissa currently works with MWA Financial Services Inc. Melissa's background includes expertise in investment company products and variable contracts.
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.
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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CA
01/22/2024 - Present
MWA Financial Services Inc. (Ontario CA)
BC
Issued 04/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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