Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Naylor is a financial advisor with Cambridge Investment Research Advisors, Inc. Melissa is a registered representative and investment advisor representative in Arizona and Texas. Melissa has been in the financial services industry since August 2006. Melissa's previous firms include Morgan Stanley, First Allied Securities, Inc., Wachovia Securities, LLC, T. Rowe Price Investment Services, Inc., and A. G. Edwards & Sons, Inc. Melissa holds the Series 66, Series 7, and SIE licenses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
AZ
07/08/2024 - Present
Cambridge Investment Research Advisors, Inc. (Mesa AZ)
KY
09/05/2019 - 03/09/2020
MORGAN STANLEY (LEXINGTON KY)
IN
11/15/2010 - 10/30/2017
FIRST ALLIED SECURITIES, INC. (MUNCIE IN)
TX
08/26/2008 - 05/04/2009
WACHOVIA SECURITIES, LLC (DENTON TX)
MD
08/09/2006 - 10/25/2007
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
IN
09/02/2004 - 07/20/2006
A. G. EDWARDS & SONS, INC. (MUNCIE IN)
BOTH
Issued 11/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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