Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Tovar Daily is a financial advisor with over 30 years of experience in the industry. She is currently registered with Park Avenue Securities LLC, where she has been since August 2018. Prior to that, she worked at Salomon Smith Barney Inc. from 1996 to 1999. Melissa specializes in providing financial advice to individuals and businesses. Melissa is licensed in Virginia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
NY
08/13/2018 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
05/10/1996 - 10/11/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
WI
07/19/1993 - 05/08/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
03/30/1992 - 06/17/1993
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
IA
01/11/1991 - 04/06/1992
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
Issued 12/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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