Melissa Constant (CRD# 5149711) is an Investment Advisor Representative working at Personal Benefit Financial in Lakewood, CO and has over 9 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Lakewood, CO | Aug 2018 - Current | 5 |
| Kestra Advisory Services, LLC | Lakewood, CO | Aug 2018 - Current | 5 |
| Personal Benefit Financial | Lakewood, CO | Jul 2015 - Current | 8 |
| Royal Alliance | Lakewood, CO | Jul 2015 - Aug 2018 | 3 |
| Scottrade | Westminster, CO | Nov 2014 - Jun 2015 | < 1 |
| Personal Benefit Financial | Lakewood, CO | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2015 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- CO
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO
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