Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Warren is a financial advisor registered with J.P. Morgan Securities LLC, with a focus on helping individuals and families achieve their financial goals. Melissa has been in the financial services industry since 2010, and has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Melissa holds Series 6, 7, 63, and 65 licenses and is registered to provide investment advice in Indiana, Texas, and several other states. She is dedicated to providing her clients with personalized financial advice and guidance.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IN
02/10/2023 - Present
J.p. Morgan Securities LLC (FORT WAYNE IN)
IN
06/16/2022 - 02/23/2023
LPL FINANCIAL LLC (FORT WAYNE IN)
IN
10/30/2012 - 05/25/2022
FIFTH THIRD SECURITIES, INC. (FORT WAYNE IN)
SC
08/03/2007 - 04/28/2009
MML INVESTORS SERVICES, INC. (WALHALLA SC)
MA
01/14/2003 - 06/05/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
05/03/2001 - 12/19/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 10/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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