Melissa CorsoCRD Number: 2981435
Current Firm: Private Wealth Advisors
Melissa Corso (CRD# 2981435) is an Investment Advisor Representative working at Private Wealth Advisors in Pittsburgh, PA and has over 18 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Jms Capital Group Wealth Services, LLC||Pittsburgh, PA||Aug 2015 - Current||2|
|Private Wealth Advisors, Inc.||Pittsburgh, PA||May 2010 - Current||7|
|Pwa Securities, Inc.||Pittsburgh, PA||May 2010 - Current||7|
|Bpu Investment Group, Inc.||Pittsburgh, PA||Nov 2006 - May 2010||3|
|Unemployed||Pittsburgh, PA||Aug 2006 - Oct 2006||< 1|
|Hefren-tillotson, Inc.||Pittsburgh, PA||Aug 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1999|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management906MILLIONS
Total Number of Accounts2,414ACCOUNTS
Average Account Value$375,313
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MN, NC, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WV
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