Melissa EstradaCRD Number: 6137506
Current Firm: Miracle Mile Advisors, LLC
Melissa Estrada (CRD# 6137506) is an Investment Advisor Representative working at Miracle Mile Advisors, LLC in Los Angeles, CA and has over 5 years of experience in the finance industry. Melissa Estrada 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.
Jst Investment Consulting
Fried Asset Management, Inc.
|Miracle Mile Advisors, LLC||Los Angeles, CA||Jan 2018 - Current||< 1|
|Edward Jones||St Louis, MO||Nov 2012 - Jan 2018||5|
|Jh Capital||Woodland Hills, CA||Sep 2012 - Oct 2012||< 1|
|Travel Services||Valencia, CA||Apr 2010 - Sep 2012||2|
|Dubeau Financial||Granada Hills, CA||Jun 2008 - Feb 2010||1|
|Usmc||Oceanside, CA||Aug 2002 - Jun 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management754MILLIONS
Total Number of Accounts677ACCOUNTS
Average Account Value$1,113,435
- 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)
CA, HI, NV, NY, TX
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