
Melissa Pirosko (CRD# 7463903) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has 1 year of experience in the finance industry.

CRD# 3221992
Cetera Advisor Networks LLC

CRD# 5335512
Avantax Advisory Services

CRD# 1498908
Hefren-tillotson, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Confluence Financial Partners | Mcmurray, PA | Nov 2021 - Current | < 1 |
Green Compass | Wilmington, NC | Sep 2020 - Current | 1 |
Rodan & Fields | San Francisco, CA | Feb 2016 - Current | 6 |
Self Employed | Venetia, PA | Jan 2003 - Current | 19 |
Golden Court Inc. | Venetia, PA | Jan 2013 - Dec 2016 | 3 |
Caldwell Banker Real Estate | Mcmurray, PA | Sep 2006 - Dec 2012 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- PA
-
Total Assets Under Management2,509MILLIONS
-
Total Number of Accounts6,192ACCOUNTS
-
Average Account Value$405,134
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI, WV
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