Melissa
Imbrogno
Rai Wealth
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About this Advisor
Melissa Imbrogno is a financial advisor based in Naperville, Illinois, working with Rai Wealth. Melissa has previously held positions at National Planning Corporation, Securities America, Inc, Securities America Advisors, Private Client Services, and Rai Wealth. Melissa has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Melissa is part of Rai Wealth, which operates out of Naperville, Illinois. The firm has 8 employees and manages assets totaling $326.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Rai Wealth includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rai Wealth Brokerage Details
$326,110,449
8
986
$330,741
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Melissa Imbrogno Work History
Private Client Services
Rai Wealth
Securities America, Inc
Securities America Advisors
National Planning Corporation
Disclosures
Please visit the SEC profile of Melissa Imbrogno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rai Wealth
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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