Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Perry is a financial professional with over five years of experience in the securities industry. Melissa has a broad range of experience and holds licenses including the Series 7, Series 63 and the SIE. Melissa is currently registered with Flourish Financial LLC and is licensed in all 50 states. Prior to joining Flourish Financial LLC, Melissa worked with ICAPITAL SECURITIES, LLC and BENDIGO SECURITIES, LLC.
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.
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.
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2
NY
07/24/2019 - Present
Flourish Financial LLC (New York NY)
NY
02/04/2015 - 07/23/2019
ICAPITAL SECURITIES, LLC (NEW YORK NY)
NY
12/22/2014 - 09/01/2015
BENDIGO SECURITIES, LLC (New York NY)
BC
Issued 10/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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