Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Transier is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Melissa has been in the industry since April 18, 1998, and holds a Series 7, Series 31, and Series 63 licenses. Melissa has experience working with a variety of clients, including individuals, corporations, insurance companies, and pension and profit-sharing plans. Melissa is also a limited partner in a family partnership, T2 Interests, Ltd.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
01/02/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
TX
09/03/2004 - 01/21/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
01/17/2003 - 10/04/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
12/18/1998 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
02/02/2001 - 09/16/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
04/06/1998 - 12/04/1998
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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