Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Spragg is a financial advisor with over 6 years of experience in the financial services industry. She is currently registered with Soltis Investment Advisors, LLC. Melissa has a Series 7 and SIE license. She is also licensed in Utah, California and Nevada. Melissa has a strong background in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. She is dedicated to helping her clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
UT
08/24/2022 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
UT
01/18/2018 - 07/14/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT GEORGE UT)
BOTH
Issued 03/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Melissa Spragg is the right advisor for you? Invested Better is here to help.
