Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Reichman is a financial advisor at LPL Financial LLC, a leading financial services firm. Melissa has over 17 years of experience in the financial services industry and holds the Series 6, Series 26, and Series 63 licenses. Melissa is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. She has a deep understanding of investment strategies, financial planning, and retirement planning. Wealth Enhancement Brokerage Services, LLC is another firm Melissa is registered with. Melissa is a valuable resource for clients seeking comprehensive financial planning and investment management services.
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.
Consulting and other non-discretionary advisory services
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.
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2
MN
06/06/2023 - Present
LPL Financial LLC (PLYMOUTH MN)
NY
02/20/2008 - 06/05/2023
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
MD
08/17/2001 - 08/28/2003
M&T SECURITIES, INC. (BALTIMORE MD)
BC
Issued 12/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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