Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa O'Malley is a financial advisor with Robert W. Baird & Co. Inc. Melissa has been in the industry since August 14, 2000 and has a Series 7, Series 63, and Series 66 license. Melissa holds the CERTIFIED FINANCIAL PLANNER™ designation. Melissa is registered to provide investment advisory services in Arizona, California, Florida, Michigan, Pennsylvania, and Texas. Melissa specializes in providing financial planning, portfolio management for businesses, individuals, investment companies and pooled investment vehicles. The firm provides investment advisory services to high net worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit sharing plans among others. The firm manages over $287 billion in assets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
PA
12/13/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Wexford PA)
PA
08/15/2000 - 10/21/2022
HEFREN-TILLOTSON, INC. (WEXFORD PA)
BOTH
Issued 08/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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