Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Voight is a financial advisor with over 27 years of experience in the financial services industry. Melissa is currently registered with Charles Schwab & Co., Inc. and is licensed to provide financial advice in Maryland and Virginia. Melissa is also a Certified Financial Planner and a Chartered Financial Consultant. Melissa has worked with clients to develop comprehensive financial plans, including retirement planning, college savings, and estate planning. She has also provided investment management services. In the past, Melissa was also affiliated with firms including LPL Financial LLC, HUB International Investment Services Inc., and Madison Avenue Securities, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
VA
06/24/2024 - Present
Charles Schwab & CO., Inc. (Alexandria VA)
VA
01/28/2020 - 06/12/2024
LPL FINANCIAL LLC (MCLEAN VA)
MO
11/12/2021 - 05/21/2024
HUB INTERNATIONAL INVESTMENT SERVICES INC. (KANSAS CITY MO)
VA
10/02/2018 - 10/18/2019
MADISON AVENUE SECURITIES, LLC (Alexandria VA)
VA
02/28/2014 - 10/05/2018
LPL FINANCIAL LLC (ALEXANDRIA VA)
VA
11/30/2012 - 02/27/2014
LPL FINANCIAL LLC (MCLEAN VA)
VA
10/19/2009 - 12/11/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (ARLINGTON VA)
VA
07/24/2009 - 10/13/2009
SECURITIES AMERICA, INC. (ALEXANDRIA VA)
VA
06/30/2006 - 07/30/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (ARLINGTON VA)
DC
01/13/2001 - 07/27/2006
DEUTSCHE BANK SECURITIES INC. (WASHINGTON DC)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
03/06/1996 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
12/18/1995 - 03/12/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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