Melissa WeiszCRD Number: 6049078
Current Firm: Wechter Feldman Wealth Management, Inc.
Melissa Weisz (CRD# 6049078) is an Investment Advisor Representative working at Wechter Feldman Wealth Management, Inc. in Parsippany, NJ and has 1 year of experience in the finance industry. Melissa Weisz 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.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Wechter Feldman Wealth Management, Inc.||Parsippany, NJ||Sep 2004 - Current||12|
Total Assets Under Management273MILLIONS
Total Number of Accounts759ACCOUNTS
Average Account Value$359,195
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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