Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Willoughby has been working in the financial industry since September 2007. Currently, Melissa Willoughby is registered with BCG Securities, Inc. in New Jersey and with Horace Mann Investors, Inc. in Illinois. Melissa Willoughby provides financial planning, selection of other advisors, portfolio management for individuals and businesses.
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.
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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2
NJ
03/13/2024 - Present
BCG Securities, Inc. (CHERRY HILL NJ)
IL
10/08/2014 - 08/22/2017
MIDWESTERN SECURITIES TRADING COMPANY, LLC (Springfield IL)
IL
07/05/2011 - 10/17/2014
LPL FINANCIAL LLC (SPRINGFIELD IL)
IL
08/14/2009 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (SPRINGFIELD IL)
IL
01/28/2009 - 07/30/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SPRINGFIELD IL)
IL
07/12/2007 - 12/15/2008
THRIVENT INVESTMENT MANAGEMENT INC. (SPRINGFIELD IL)
BOTH
Issued 03/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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