Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Keese is an active investment advisor representative with Raymond James Financial Services Advisors, Inc. in Colorado Springs, Colorado. Melissa has been in the securities industry since May 2005. Melissa has passed the Series 7, Series 24, and Series 66 exams. In addition to Raymond James Financial Services Advisors, Inc., Melissa has also worked for CUSO FINANCIAL SERVICES, L.P.. Melissa is also an employee of First Tech Federal Credit Union. Melissa provides support to financial advisors, as well as providing financial assistance to advisors. Melissa specializes in portfolio management for businesses and individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
02/08/2012 - Present
Raymond James Financial Services Advisors, Inc. (Colorado Springs CO)
CO
04/19/2005 - 01/24/2012
CUSO FINANCIAL SERVICES, L.P. (COLORADO SPRINGS CO)
BOTH
Issued 11/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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