Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Rainwater-fleming is a registered investment advisor representative in Arizona. Melissa is associated with Avantax Advisory Services and has been in the industry since December 2020. Melissa has a Series 7, 63, and 65 license. Melissa has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension and profit-sharing plans. Melissa also offers other services including solicitor referral services to third-party investment managers, participant enrollment meetings, and educational seminars.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AZ
12/02/2020 - Present
Avantax Advisory Services (Flaggstaff AZ)
BC
Issued 10/08/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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