Melissa RimskyCRD 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 19 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|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|
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
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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