Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Seeley is a financial advisor with Fidelity Personal and Workplace Advisors. Melissa has been in the industry for several years and is registered to provide securities and investment advice in several states. Melissa specializes in working with individuals, families, and businesses. Her areas of focus include financial planning, portfolio management, and retirement planning. Melissa has earned the Series 63, Series 65, and Series 7 registrations. Melissa previously worked at OSAIC WEALTH, INC. Melissa earned her bachelor's degree from Plymouth State University.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
RI
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (PROVIDENCE RI)
RI
09/01/2023 - 06/17/2024
OSAIC WEALTH, INC. (WARWICK RI)
RI
05/01/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WARWICK RI)
NH
04/20/2022 - 04/26/2023
NYLIFE SECURITIES LLC (MANCHESTER NH)
IA
Issued 07/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Melissa Seeley is the right advisor for you? Invested Better is here to help.
