Melissa Motz (CRD# 2682911) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth Meeting, PA and has over 28 years of experience in the finance industry. Melissa Motz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
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Raymond James Financial Services Advisors, Inc.
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Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Plymouth Meeting, PA | Jan 2023 - Current | 1 |
| Ameriprise Financial Services, LLC | Plymouth Meeting, PA | Jan 2023 - Current | 1 |
| Ameriprise Financial Services | Harleysville, PA | Jan 2023 - Jan 2023 | < 1 |
| Ameriprise Financial Services | Harleysville, PA | Jan 2023 - Jan 2023 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2010 - Jan 2023 | 12 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Dec 2010 - Jan 2023 | 12 |
| Melissa H. Motz, Pc | Harleysville, PA | Jan 1993 - Jan 2023 | 30 |
| Ameriprise Financial Services, LLC | Plymouth Meeting, PA | Mar 2020 - Mar 2020 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
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