Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Bensman is a financial advisor who has been working in the financial services industry since 2008. She is registered with Cetera Investment Advisers LLC and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Melissa has experience working with clients of varying sizes, from individuals to high-net-worth individuals and corporations. Melissa has worked for several other firms in the past, including Principal Securities, Inc. and Charles Schwab & Co., Inc. Melissa holds a Series 7, Series 63, and Series 66 license. She is also a Certified Financial Planner. Melissa is dedicated to helping her 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.
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
GA
03/21/2023 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
12/16/2016 - 12/18/2020
PRINCIPAL SECURITIES, INC. (Atlanta GA)
GA
02/22/2001 - 06/02/2009
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
BC
Issued 03/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Bensman is the right advisor for you? Invested Better is here to help.
