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MM

Melissa H. Matson

MELISSA MATSON LLC
Henderson, NV 89074
Some features on this profile are disabled
CRD#: 2860412
MM

Professional summary


Melissa Hope Matson, who also goes by Melissa Matson, Missy Matson, Melissa Hope Riedinger, is a registered financial advisor currently at MELISSA MATSON LLC located in Henderson, Nevada.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Melissa has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Melissa Matson | Missy Matson | Melissa Hope Riedinger

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) DBA: MRS Wealth Advisors. MELISSA MATSON LLC DBA MRS WEALTH ADVISORS at 2520 ST. ROSE PARKWAY, STE 313, HENDERSON, NV 89074. 100% of TIME SPENT AS LICENSED FINANCIAL CONSULTANT AND LICENSED INSURANCE AGENT.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Melissa Hope Matson's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 28, 2023 - Present

MELISSA MATSON LLC

Office #1: 2520 St. Rose Parkway Ste. 313, Henderson, NV 89074
RIA
CRD#: 293806
Henderson, NV
Past

September 12, 2018 - December 31, 2022

MELISSA MATSON LLC

RIA
CRD#: 293806
HENDERSON, NV
Past

May 15, 2007 - September 27, 2018

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
HENDERSON, NV
Past

January 4, 2005 - September 27, 2018

KOVACK SECURITIES INC.

BD
CRD#: 44848
HENDERSON, NV
Past

December 4, 2003 - October 21, 2004

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

March 21, 1997 - December 16, 2003

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nevada
(2/28/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/4/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MM
MELISSA MATSON LLC
MELISSA MATSON LLC

CRD#: 293806 / SEC#:

Nevada
Registered Investment Advisory firm - (2/23/2023 Approved)
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Contact information


Main Address
2520 St. Rose Parkway Ste. 313, Henderson, NV 89074
Mailing Address
Phone number
(702) 818-5585
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts118
AUM (Assets Under Management)$ 15,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MELISSA MATSON LLC

CRD#: 293806Henderson, NV 89074

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