Melissa Rimsky, financial advisor Orlando FL
84 score

Melissa Rimsky

CRD Number: 3037137
Current Firm: Valic Financial Advisors, Inc.

Melissa Rimsky (CRD# 3037137) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orlando, FL and has over 18 years of experience in the finance industry. Melissa Rimsky 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.

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Professional Designations
Company Name Location Dates Years
Valic Financial Advisors, Inc. Orlando, FL Sep 2015 - Current 1
Fintegra LLC Winter Park, FL Apr 2015 - Jun 2015 < 1
Harbor Community Bank Winter Park, FL Apr 2015 - Jun 2015 < 1
Unemployed Windermere, FL Feb 2015 - Mar 2015 < 1
Pnc Investments Pittsburgh, PA Mar 2013 - Jan 2015 1
Suntrust Investment Services, Inc. Arlington, VA Jun 2000 - Feb 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S66 NASAA Uniform Combined State Law Examination Nov 2001
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Melissa D. Rimsky
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
84

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