Unclaimed
Melissa Dipierro is a financial advisor with over 19 years of experience in the financial services industry. She is currently registered with BNY Mellon Securities Corp. and has held previous positions at AMG Distributors, Inc., Grant Williams L.P., and Brinker Capital Securities, Inc. Melissa is registered to provide securities and investment advisory services in all 50 states and the District of Columbia. She holds Series 6, 7, 24, 63, and 66 securities licenses. Melissa is a dedicated professional who is committed to providing her clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
09/04/2020 - Present
BNY Mellon Securities Corp. (EXTON PA)
PA
01/02/2013 - 02/05/2019
AMG DISTRIBUTORS, INC. (CONSHOHOCKEN PA)
PA
09/27/2010 - 08/08/2012
GRANT WILLIAMS L.P. (PHILADELPHIA PA)
PA
05/11/2005 - 10/23/2008
BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)
NY
07/22/2002 - 09/17/2004
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
NJ
08/03/2000 - 05/28/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 04/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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