Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Gerhardt is a financial advisor with Commonwealth Financial Network. Melissa has been in the financial services industry for over 14 years and has experience in a variety of areas, including investment advisory, financial planning, and insurance sales. Melissa is a Certified Financial Planner™ and a Chartered Financial Consultant™. Melissa has worked for Legacy Planning Partners and Securian Financial Services, Inc., and has extensive experience in helping individuals and families reach their financial goals. Melissa is currently registered with Commonwealth Financial Network.
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.
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.
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2
PA
10/01/2019 - Present
Commonwealth Financial Network (Allentown PA)
PA
02/01/2012 - 10/07/2019
SECURIAN FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
12/19/2008 - 01/25/2012
NEW ENGLAND SECURITIES (BETHLEHEM PA)
IA
Issued 07/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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