Melissa Kunka, financial advisor Virginia Beach VA

Melissa Kunka

CRD Number: 5053503
Current Firm: Oppenheimer & Company Inc.

Melissa Kunka (CRD# 5053503) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Virginia Beach, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. Virginia Beach, VA Mar 2018 - Current 3
Ubs Financial Services Inc. Norfolk, VA Jun 2016 - Mar 2018 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk, VA Oct 2005 - Jun 2016 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Melissa S. Kunka
Phone Number: 212-668-8000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    22,727
    MILLIONS
  • Total Number of Accounts
    27,780
    ACCOUNTS
  • Average Account Value
    $818,107
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY

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