Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Steffek is a financial advisor with Private Client Services, LLC, a firm that offers a wide range of services including financial planning, portfolio management, and educational seminars. Melissa has been working in the industry since 2024 and is licensed to provide investment advice in Michigan and Wisconsin. Melissa holds the Series 63, Series 6TO, and SIE licenses.
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.
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WI
03/19/2024 - Present
Private Client Services, LLC (Green Bay WI)
BC
Issued 07/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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