Unclaimed
Melissa Rose Bickerstaff is a registered representative with Umergence LLC. Melissa has been in the financial services industry for 4 years and holds Series 66, Series 63, Series 7TO, SIE and Series 7 licenses. Melissa is registered in Florida and New York. Melissa was previously employed with OLD CITY SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and LOHI SECURITIES.
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.
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.
1
2
CT
06/20/2023 - Present
Umergence LLC (PLANTSVILLE CT)
NY
12/21/2022 - 05/01/2023
OLD CITY SECURITIES LLC (NEW YORK NY)
FL
05/13/2019 - 09/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BONITA SPRINGS FL)
CO
11/16/2018 - 05/14/2019
LOHI SECURITIES (DENVER CO)
BOTH
Issued 06/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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