Unclaimed
Melissa Internicola is a financial advisor with Raymond James & Associates, Inc. Melissa has been in the industry since 2007. Prior to joining Raymond James & Associates, Inc., Melissa worked at Goldman Sachs & Co. LLC, Charles Schwab & Co., Inc., and Credit Suisse Securities (USA) LLC. Melissa holds a Series 7, Series 66, and SIE license.
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.
Please see note in schedule d - miscellaneous
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
FL
12/13/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
08/16/2018 - 06/09/2023
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
04/10/2017 - 07/26/2018
CHARLES SCHWAB & CO., INC. (FOREST HILLS NY)
NY
06/12/2006 - 05/13/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 11/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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