Melissa
Meyer
Berger Financial Group
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About this Advisor
Melissa Meyer is a financial advisor based in Longboat Key, Florida, working with Berger Financial Group. Melissa has previously held positions at Syngress Media (Contract & Royalties), Dane Holdings Inc (Dba), Ing Financial Partners, Voya Financial Advisors, Berger Financial Group, Cambridge Investment Research Advisors, Inc, and Cambridge Investment Research, Inc. Melissa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Melissa is part of Berger Financial Group, which operates out of Longboat Key, Florida. The firm has 9 offices and 64 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Berger Financial Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Berger Financial Group Brokerage Details
$1,661,051,044
64
7,117
$233,392
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Melissa Meyer Work History
Berger Financial Group
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Voya Financial Advisors
Ing Financial Partners
Syngress Media (Contract & Royalties)
Dane Holdings Inc (Dba)
Disclosures
Please visit the SEC profile of Melissa Meyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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