Melissa SperlingCRD Number: 5403899
Current Firm: Principal Securities, Inc.
Melissa Sperling (CRD# 5403899) is an Investment Advisor Representative working at Principal Securities, Inc. in Fresno, CA and has over 10 years of experience in the finance industry.
Diversified Wealth Management Solutions, LLC
Scf Investment Advisors, Inc.
Cetera Investment Advisers LLC
|Princor Financial Services||Fresno, CA||Aug 2007 - Current||10|
|Principal Life Insurance||Fresno, CA||Aug 2007 - Current||10|
|Closet Concepts||Fresno, CA||Apr 2004 - Sep 2008||4|
|Quizno's Subs||Fresno, CA||Sep 1998 - Sep 2008||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops