Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Rae Coppage is a financial advisor with over 20 years of experience in the industry. Melissa is currently registered with Avantax Advisory Services and holds Series 6, 7, and 63 licenses, as well as the SIE. Melissa has a strong background in providing financial planning, portfolio management, and investment services to individuals, families, and businesses. She is dedicated to helping her clients achieve their financial goals and is committed to providing them with personalized advice and guidance. Melissa also worked at Royal Alliance Associates, Inc., and Signator Investors, Inc., in the past.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WI
10/18/2021 - Present
Avantax Advisory Services (SOUTH MILWAUKEE WI)
WI
11/02/2018 - 10/29/2021
ROYAL ALLIANCE ASSOCIATES, INC. (BROOKFIELD WI)
WI
06/30/1998 - 11/02/2018
SIGNATOR INVESTORS, INC. (BROOKFIELD WI)
BC
Issued 05/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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