Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Rodriguez is a financial professional with over 18 years of experience in the financial services industry. Melissa is a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC. She is licensed in Florida and Massachusetts. Prior to joining MML Investors Services, LLC, Melissa was associated with Park Avenue Securities LLC in Tampa, Florida, and previously worked at AXA Advisors, LLC in Raleigh, North Carolina. Melissa holds a Series 7, 24, 52, 53, 66 and SIE licenses and has been registered with FINRA since 2004. Melissa offers a wide range of financial products and services, including asset allocation programs, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
Land O Lakes, FL
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
FL
08/24/2021 - Present
MML Investors Services, LLC (Land O Lakes FL)
FL
08/21/2018 - 08/18/2021
PARK AVENUE SECURITIES LLC (TAMPA FL)
NC
04/19/2010 - 08/01/2018
AXA ADVISORS, LLC (RALEIGH NC)
FL
05/27/2004 - 03/12/2010
PARK AVENUE SECURITIES LLC (TAMPA FL)
BOTH
Issued 2/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/24/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 9/3/2009
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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