Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Dewalt is a financial advisor with LPL Financial LLC. Melissa has over 17 years of experience in the financial industry. Melissa holds Series 6, 7, 24, 52TO, 53, and 63 licenses. Melissa specializes in providing financial planning, portfolio management, and other non-discretionary advisory services to individuals, businesses, and charitable organizations. Melissa is registered to provide financial advice in all 50 states and the District of Columbia.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
07/15/2021 - Present
LPL Financial LLC (FORT MILL SC)
NY
04/08/2015 - 06/24/2021
M&T SECURITIES, INC. (ITHACA NY)
PA
05/30/2014 - 03/25/2015
VOYA FINANCIAL ADVISORS, INC. (WILLIAMSPORT PA)
PA
10/23/2003 - 08/09/2012
M&T SECURITIES, INC. (WILLIAMSPORT PA)
BC
Issued 12/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/23/2007
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 02/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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