Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Pressley is a financial advisor with Raymond James & Associates, Inc., and has been in the industry since 2010. Melissa is registered with FINRA and holds the Series 63, SIE and Series 7 licenses. Melissa is also registered in Pennsylvania and Massachusetts. Melissa's previous experience includes working at Janney Montgomery Scott LLC. Melissa is a financial advisor who works with a wide range of clients, including individuals, corporations, charitable organizations, pension and profit sharing plans, insurance companies and banking or thrift institutions. Melissa provides a range of financial services, including financial planning, portfolio management, and selection of other advisors. Melissa is committed to providing her clients with the highest level of service and helping them achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
PA
05/27/2022 - Present
Raymond James & Associates, Inc. (PHILADELPHIA PA)
PA
04/19/2010 - 04/08/2022
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BC
Issued 10/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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