Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mellissa? Claim Your ProfileMellissa Linnhoff is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Boca Raton, FL. Mellissa has been in the financial services industry since 1996 and has worked for several firms before joining Raymond James in 2015. Mellissa provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Mellissa holds various licenses, including Series 7, 63, 66, 24, 52, 53, and 10.
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
FL
03/04/2015 - Present
Raymond James Financial Services Advisors, Inc. (BOCA RATON FL)
FL
03/12/2014 - 02/10/2015
AMERIPRISE FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
FL
07/20/2012 - 03/05/2014
MORGAN STANLEY (THE VILLAGES FL)
FL
09/13/2007 - 06/18/2012
NATIONAL PLANNING CORPORATION (THE VILLAGES FL)
FL
05/03/2007 - 09/17/2007
SECURITIES AMERICA, INC. (THE VILLAGES FL)
FL
08/31/2006 - 04/05/2007
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
FL
05/04/2005 - 09/01/2006
LINSCO/PRIVATE LEDGER CORP. (LIGHTHOUSE POINT FL)
AL
08/10/1998 - 04/01/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
09/14/1998 - 04/07/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
FL
02/05/1996 - 08/05/1998
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 06/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/15/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mellissa Linnhoff is the right advisor for you? Invested Better is here to help.
