Melissa CorsoCRD Number: 2981435
Current Firm: Jms Capital Group Wealth Services, LLC
Melissa Corso (CRD# 2981435) is an Investment Advisor Representative working at Jms Capital Group Wealth Services, LLC in Sewickley, PA and has over 22 years of experience in the finance industry.
Cetera Advisor Networks LLC
Centauri Advisory Group, Inc.
Avantax Advisory Services
|Jms Capital Group Wealth Services, LLC||Pittsburgh, PA||Aug 2015 - Current||6|
|Pwa Securities, Inc.||Pittsburgh, PA||May 2010 - Sep 2017||7|
|Private Wealth Advisors, Inc.||Pittsburgh, PA||May 2010 - Jan 2017||6|
|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 Management161MILLIONS
Total Number of Accounts440ACCOUNTS
Average Account Value$364,939
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
FL, PA, TX
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