Melissa De Rozario (CRD# 6110076) is an Investment Advisor Representative working at Lincoln Investment in Royal Oak, MI and has over 11 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment LLC | Fort Washington, PA | May 2017 - Current | 6 |
| Morgan Stanley | Grosse Pointe Farms, MI | Nov 2015 - Current | 8 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2016 - May 2017 | 1 |
| Jpmorgan Securites LLC | Clinton Township, MI | Oct 2012 - Sep 2015 | 2 |
| Jpmorgan Chase Bank | Clinton Township, MI | May 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
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