Unclaimed
Melissa Mulloy-Mecozzi is a financial advisor registered with Steward Partners Investment Advisory, LLC. Melissa has been working in the financial industry since June 14, 2007. Melissa is registered in 27 states. Melissa has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Melissa offers a range of financial advisory services, including financial planning, portfolio management, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
MA
08/29/2023 - Present
Steward Partners Investment Advisory, LLC (ANDOVER MA)
MA
12/12/2014 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ANDOVER MA)
MA
06/01/2009 - 12/02/2014
MORGAN STANLEY (MIDDLETON MA)
MA
06/06/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
BOTH
Issued 6/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/5/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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