Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Dyer is a financial advisor with Raymond James Financial Services Advisors, Inc. Melissa has been working in the financial industry since 1996 and has a wide range of experience in financial planning, investment management, and retirement planning. Melissa holds the Series 7 and Series 63 licenses. She is also a registered Investment Advisor Representative in Colorado and Texas. Melissa has a strong commitment to providing her clients with personalized service and helping them achieve their financial goals. Melissa is committed to building long-term relationships with her clients and helping them navigate the complexities of the financial markets.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (LONE TREE CO)
NY
06/11/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
12/18/1995 - 05/14/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Dyer is the right advisor for you? Invested Better is here to help.
