Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Brown is a financial advisor with over 22 years of experience in the industry. Melissa has worked with various firms, including Frank Chappelle & Co., Inc., Compass Brokerage, Inc., Raymond James Financial Services, Inc., Amsouth Investment Services, Inc., LPL Financial LLC, Securities America, Inc., and now currently at Kestra Advisory Services, LLC. Melissa is licensed to provide investment advice in Alabama. Melissa is a registered representative and investment advisor representative. Melissa has experience in providing financial planning, pension consulting and portfolio management for businesses and individuals.
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.
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
AL
09/21/2023 - Present
Kestra Advisory Services, LLC (Vestavia Hills AL)
AL
11/15/2012 - 10/11/2023
SECURITIES AMERICA, INC. (VESTAVIA HILLS AL)
AL
05/11/2005 - 12/06/2012
LPL FINANCIAL LLC (VESTAVIA HILLS AL)
AL
10/01/2003 - 05/13/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
FL
06/11/2003 - 10/10/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
AL
05/02/2003 - 06/09/2003
FRANK CHAPPELLE & CO., INC. (BIRMINGHAM AL)
AL
05/07/2001 - 05/01/2003
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BC
Issued 05/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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