Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Snell is a financial advisor with over 20 years of experience in the industry. Melissa is currently registered with Blackrock Investment Management, LLC in New Jersey and Texas. Previously, Melissa was employed with Delaware Distributors, L.P., Lincoln Financial Distributors, Inc., A I M Distributors, Inc., Franklin/Templeton Distributors, Inc. and Franklin Templeton Financial Services Corp. Melissa has a broad range of experience in the financial services industry, including investment advisory services, portfolio management and securities sales. Melissa is committed to providing her clients with personalized financial advice and guidance to help them 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.
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.
Strategic management for diversified investment portfolios.
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.
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2
NJ
08/27/2019 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
CA
07/31/2019 - 08/15/2019
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
06/06/2013 - 08/15/2019
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
PA
01/05/2010 - 05/30/2013
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
06/19/2003 - 12/31/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
TX
05/29/1997 - 05/19/2003
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 08/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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