Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Cannizzaro is an investment advisor representative at Cambridge Investment Research Advisors, Inc., where she has been with the firm since January 2007. Melissa Cannizzaro is also an independent insurance agent and a certified divorce financial analyst. Melissa Cannizzaro has over 23 years of experience in the financial services industry, and holds a Series 63, Series 66, and Series 7 license. Melissa Cannizzaro is registered to provide investment advisory services in Connecticut, Florida, New Jersey, Pennsylvania, South Carolina, and Tennessee.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NJ
01/03/2007 - Present
Cambridge Investment Research Advisors, Inc. (PARAMUS NJ)
NJ
08/08/2003 - 12/31/2006
COMMONWEALTH FINANCIAL NETWORK (GLEN ROCK NJ)
NJ
09/17/1999 - 08/28/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 07/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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