Melissa Seifer
Melissa Seifer is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
9100 S. Dadeland Blvd., Suite 105, Miami, FL, 33156
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Melissa is involved with Excel - Help at Home Care, assisting her mother with aging in place, dedicating about half of her time to this. She also serves as a FINRA dispute resolution panel member, spending minimal time on this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations13 states
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