Unclaimed
Melissa Susan Didia is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and investment advisor. Melissa has been in the financial services industry since 2008 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New Jersey. Prior to joining LPL Financial LLC, Melissa worked as a financial advisor at THE INVESTMENT CENTER, INC. in Bedminster, NJ. Melissa holds the Series 7, Series 24 and SIE securities licenses and is well-equipped to help 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
11/30/2012 - Present
LPL Financial LLC (BEDMINSTER NJ)
NJ
10/20/2008 - 06/21/2011
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
BC
Issued 05/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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