Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melody? Claim Your ProfileMelody Marie Gressick is a financial advisor with Osaic Wealth, Inc. Melody has been in the financial services industry since 2001 and has a Series 6, 7, 63, and 65 licenses. Melody has worked with a number of firms prior to Osaic Wealth, Inc., including Woodbury Financial Services, Inc., SII Investments, Inc., LPL Financial LLC, BMO Harris Financial Advisors, Inc., and M&I Financial Advisors, Inc. Melody is active in the Watertown community and is committed to providing her clients with the highest level of service.
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.
A percentage of the total value of assets under management is charged.
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WI
01/19/2024 - Present
Osaic Wealth, Inc. (WATERTOWN WI)
WI
11/01/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WATERTOWN WI)
WI
12/06/2013 - 11/02/2017
SII INVESTMENTS, INC. (WATERTOWN WI)
WI
10/04/2013 - 12/16/2013
LPL FINANCIAL LLC (WATERTOWN WI)
WI
08/01/2012 - 10/22/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (WATERTOWN WI)
WI
07/03/2002 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (WATERTOWN WI)
IL
09/11/2001 - 06/05/2002
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
IA
Issued 11/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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