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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 Wetsig Phillippi is a financial advisor with Commonwealth Financial Network in Wilmington, NC. Melissa has been in the financial services industry since 2006, and she has a wide range of experience in financial planning, investment management, and retirement planning. Melissa is also a Certified Financial Planner, which means that she has met rigorous education and experience requirements and has passed a comprehensive exam. Melissa is committed to providing her clients with personalized financial advice and helping them reach their financial goals. She is also active in the community and is committed to making a difference in the lives of her clients.
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.
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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NC
07/16/2015 - Present
Commonwealth Financial Network (WILMINGTON NC)
NC
05/07/2012 - 02/13/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (WILMINGTON NC)
NC
10/23/2009 - 05/28/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON NC)
NC
08/07/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WILMINGTON NC)
BOTH
Issued 08/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 02/13/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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