Melissa CiotoliCRD Number: 5470880
Current Firm: Msi Financial Services, Inc.
Melissa Ciotoli (CRD# 5470880) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Stamford, CT and has over 9 years of experience in the finance industry. Melissa Ciotoli 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.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Metlife Securities||Stamford, CT||Oct 2014 - Current||2|
|Private Advisor Group, LLC||Wilton, CT||Oct 2011 - Oct 2014||3|
|Lpl Financial||Wilton, CT||Sep 2011 - Oct 2014||3|
|Morgan Stanley Smith Barney||Westport, CT||Jun 2009 - Sep 2011||2|
|Citigroup Global Markets Inc.||Westport, CT||Dec 2007 - Jun 2009||1|
|Digitas||Norwalk, CT||Aug 2007 - Dec 2007||< 1|
|Spherion||Dulles, VA||Mar 2007 - Jul 2007||< 1|
|Modemmedia||Norwalk, CT||May 2006 - Feb 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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