Melissa FernalldCRD Number: 5465108
Current Firm: Strategic Financial Services
Melissa Fernalld (CRD# 5465108) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
Royal Alliance Associates, Inc.
Equitable Advisors, LLC
|Strategic Financial Services||Utica, NY||Nov 2007 - Current||14|
Total Assets Under Management1,582MILLIONS
Total Number of Accounts2,573ACCOUNTS
Average Account Value$614,878
- A percentage of assets under your management
- 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
CA, CO, CT, FL, IL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, VT
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