Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Trujillo is a registered Investment Advisor Representative with Meritage Portfolio Management, Inc. Melissa is licensed in Kansas. Melissa has been in the financial services industry since November 2013. Melissa is licensed to provide portfolio management services, financial planning and pension consulting. Melissa has experience working with a wide range of clients including high-net-worth individuals, charitable organizations, corporations and pension and profit sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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KS
08/20/2021 - Present
Meritage Portfolio Management, Inc. (OVERLAND PARK KS)
KS
05/15/2014 - 08/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
BOTH
Issued 07/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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