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Melissa Rose Bickerstaff

Umergence LLC

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About Melissa Rose Bickerstaff

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.

Firm Information

Melissa Bickerstaff is currently registered with Umergence LLC. Umergence LLC is a Limited Liability Company formed in 2015. It is registered to operate in all 50 states and the District of Columbia. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Melissa Bickerstaff’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Rose Bickerstaff.
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