Unclaimed
Melissa Minikes is a financial advisor with Raymond James Financial Services Advisors, Inc. Melissa has been in the financial services industry since 2001. She has a Series 63, 66 and 7 license, and her office is located in Massapequa Park, NY. Melissa is registered with FINRA and has earned the Series 7, Series 63, and Series 66 licenses. She is registered in the state of New York for both broker-dealer and investment advisory services. Melissa also holds a Series 66 license, which allows her to provide investment advice to 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
07/17/2023 - Present
Raymond James Financial Services Advisors, Inc. (Massapequa Park NY)
NY
04/28/2006 - 07/25/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MASSAPEQUA PARK NY)
NY
08/07/2001 - 05/02/2006
EDWARD JONES (SEAFOOD NY)
BOTH
Issued 11/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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