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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Korman is an investment advisor representative at Morgan Stanley. Melissa has been in the financial industry since 2000. Melissa has a diverse background in the financial industry, having worked for several firms before joining Morgan Stanley. This experience has equipped Melissa with a deep understanding of the investment landscape and a commitment to providing personalized financial advice. Melissa holds several licenses and certifications, including the Series 7, Series 63, Series 65, Series 9, and Series 10. Melissa is dedicated to helping her clients 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
12/13/2022 - Present
Morgan Stanley (STILLWATER MN)
MN
05/01/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MINNEAPOLIS MN)
MN
07/08/2008 - 04/23/2009
RBC CAPITAL MARKETS CORPORATION (MINNEAPOLIS MN)
MN
08/12/2006 - 07/11/2008
UBS FINANCIAL SERVICES INC. (STILLWATER MN)
MN
07/31/2000 - 08/12/2006
PIPER JAFFRAY & CO. (STILLWATER MN)
IA
Issued 07/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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