MC
MC

Melissa Constant

10 Years of Experience
Lakewood, CO
Broker

Melissa Constant is a registered investment advisor, based in Lakewood, CO, with 10 years of industry experience.

Location

870 Kipling Street, Suite A and B, Lakewood, CO, 80215

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business Activities

Melissa works full-time as a salaried staff advisor for Kestra Advisory Services, meeting with clients and implementing investment strategies. She also works full-time as a staff advisor for Personal Benefit Financial, engaging in registered rep and investment advisory activities through Kestra Investment Services and Kestra Advisory Services.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
August 2018 - Present · 7 yrs 9 mos
Kestra Advisory Services, LLC
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Personal Benefit Financial
May 2017 - March 2026 · 8 yrs 10 mos
Royal Alliance Associates, INC.Broker
July 2015 - August 2018 · 3 yrs 1 mo
Scottrade, INC.Broker
March 2015 - June 2015 · 3 mos
State Registrations6 states
CACOFLKSMAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.