Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Farzam is a financial professional with over 20 years of experience in the industry. Melissa is currently registered as an Investment Advisor Representative with J.p. Morgan Investment Management Inc. in New York, New York. Melissa has a diverse background in the financial industry, having previously worked at Goldman, Sachs & Co. and J.P. Morgan Securities LLC. Melissa holds the Series 7, Series 63, and Series 66 licenses and has demonstrated expertise in a wide range of financial services, including investment management, financial planning, and portfolio management.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
01/28/2021 - Present
J.p. Morgan Investment Management Inc. (New York NY)
NY
04/29/2014 - 11/12/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
02/12/2013 - 02/26/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/01/2001 - 09/17/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 07/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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