Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melita? Claim Your ProfileMelita Campbell is a financial advisor with over 28 years of experience in the financial services industry. Melita is currently registered with Mml Investors Services, LLC in Florida and Texas and is also registered in New York. Previously, Melita worked for MSI Financial Services, INC. and New England Securities in Tampa, Florida and Lincoln Financial Advisors Corporation in Fort Wayne, Indiana. Melita is a licensed insurance agent and holds the Series 6, 7, and 63 licenses. Melita specializes in providing financial planning, portfolio management, and asset allocation programs to individuals, businesses, and retirement plans.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
FL
05/05/2017 - Present
MML Investors Services, LLC (TAMPA FL)
FL
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TAMPA FL)
FL
03/30/1998 - 01/02/2015
NEW ENGLAND SECURITIES (TAMPA FL)
IN
07/23/1993 - 02/17/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/23/1993 - 02/17/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 2/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 7/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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