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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Corso is an active Investment Advisor Representative with JMS Capital Group Wealth Services, LLC. Melissa has been in the industry for over 17 years, and holds several industry certifications, including Series 7, 24, 53, 63, and 66 licenses. Melissa has a strong focus on individual and business financial planning, insurance, and estate planning. Melissa has previously worked at PWA Securities, Inc., BPU Investment Management Inc., Hefren-Tillotson, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, NFP Securities, Inc., and Vestax Securities Corporation. Melissa's current firm manages over $143 million in assets.
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.
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.
Insurance, estate planning
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
PA
02/19/2016 - Present
JMS Capital Group Wealth Services, LLC (SEWICKLEY PA)
PA
05/19/2010 - 09/13/2017
PWA SECURITIES, INC. (PITTSBURGH PA)
PA
11/16/2006 - 05/14/2010
BPU INVESTMENT MANAGEMENT INC. (PITTSBURGH PA)
PA
08/02/2005 - 08/21/2006
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
IN
05/05/2005 - 06/27/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/05/2005 - 06/27/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
01/25/2005 - 04/29/2005
NFP SECURITIES, INC. (AUSTIN TX)
TX
05/12/2000 - 02/26/2003
NFP SECURITIES, INC. (AUSTIN TX)
OH
07/15/1999 - 04/14/2000
VESTAX SECURITIES CORPORATION (HUDSON OH)
BOTH
Issued 01/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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