Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Rasbury Robertson is a financial advisor with Avantax Investment Services, Inc. Melissa has been in the financial services industry since April 15, 2000. She holds the Series 6, 7, 24, and 63 licenses and is registered with FINRA.
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.
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.
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2
TX
01/18/2021 - Present
Avantax Investment Services, Inc. (DALLAS TX)
TX
09/12/2019 - 01/08/2021
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
12/01/2000 - 08/05/2019
HD VEST INVESTMENT SERVICES (Irving TX)
NE
03/25/2000 - 07/10/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NJ
01/08/1999 - 06/23/1999
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 01/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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