advisor profile

Melissa Corrado-harrison

IAR
RR
melissa corrado harrison,melissa a corrado-harrison,melissa a harrison
Name or #CRD
Location
Firm name
Credentials
Advisor type
Disclosures
OVERVIEW

Melissa Corrado-harrison, who also goes by Melissa Corrado Harrison, Melissa A Corrado-harrison, Melissa A Harrison, is a registered financial advisor at UBS FINANCIAL SERVICES INC. located in Fort Lauderdale, Florida.

Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Melissa has worked at 2 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Disclosures
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Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
Please watch the video below to get a better understanding of what disclosures are and what they look like, then click the button underneath that to get immediate access to see whether or not this financial advisor has any disclosures.
FROM THE ADVISOR
At Corrado-Harrison and Associates, we recognize that the affluent individuals, families, and businesses with whom we work face opportunities and obstacles that reflect their individual attainments. These unique and specific needs are what drive us to deliver specialized strategies and personalized service to each of our clients. Our team offers extensive experience in strategic financial planning as well as a particular expertise in guiding clients through crucial liquidity events. While capital preservation and risk management are the cornerstones of our approach to wealth management, individual attention, precise insight and extensive knowledge are the foundation of our practice.

Advisor Information

ADVISOR PROFILE
Services Offered
Philanthropic services
Insurance
Financial planning
Executive services/Equity compensation
Trust & estate planning
Trading individual securities
My Ideal Client
High Net Worth
Ultra High Net Worth
Other Business
1) NON-PROFIT ORGANIZATIONROBERT CORRADO2289 CALVERT CT-CLEARMONT-FLORIDA-34711-INV -ANNUALLY-7/23/2012-FAMILY HELD-"FATHERS ACCOUNTS POWER OF ATTORNEY /// 2) ACE Scholarships Colorado / 1201 East colfax ave Suite 302 Denver, Colorado 80202 / Foundation/ Education / Scholarships / Other / Board of Advisors / I have 2 meetings per year and currently do not actively participate beyond that / Start Date 09/15/2016 /// 3) Judi's House / 1741 Gaylord Street Denver, Colorado 80206 / Other/ Other Non profit / Help families who have lost a parent or sibling / Member of Board of Directors / quarterly board meetings / Start Date 01/01/2015 / Childhood Grief /// 4) bella d&l llc / Partnership / Family limited partnership nothing really to do / Partner / not much in there one investment already disclosed one map i do nothing and second investment just approved WRV not funded yet. my sisters account files the return so i really do nothing but agree on the private investment in this case 2 and after approved it will be titled in this family partnership established for estate planning purposes
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CREDENTIALS
CREDENTIALS (0)
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (36)
Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming
RR
Arizona (9/23/2015)
RR
Arkansas (10/27/2022)
RR
California (9/23/2015)
RR
Colorado (9/23/2015)
IAR
Colorado (9/23/2015)
RR
Connecticut (12/1/2020)
RR
District of Columbia (5/24/2022)
RR
Florida (9/23/2015)
IAR
Florida (9/28/2021)
RR
Georgia (9/25/2015)
RR
Idaho (12/1/2020)
RR
Iowa (9/2/2019)
RR
Louisiana (12/4/2017)
RR
Maryland (5/25/2022)
RR
Massachusetts (7/2/2018)
RR
Michigan (10/23/2015)
RR
Minnesota (9/23/2015)
RR
Montana (9/25/2015)
RR
Nebraska (1/24/2020)
RR
Nevada (9/23/2015)
RR
New Jersey (3/30/2018)
RR
New Mexico (4/14/2023)
RR
New York (7/11/2017)
RR
North Carolina (1/11/2021)
RR
Ohio (10/4/2019)
RR
Oklahoma (2/25/2022)
RR
Oregon (3/30/2018)
RR
Pennsylvania (9/23/2015)
RR
South Dakota (9/30/2015)
RR
Tennessee (9/23/2015)
RR
Texas (9/23/2015)
IAR
Texas (9/23/2015) RESTRICED
RR
Virginia (2/12/2019)
RR
Washington (3/30/2018)
RR
Wisconsin (9/23/2015)
RR
Wyoming (9/23/2015)
SRO REGISTRATIONS (10)
RR
BOX Exchange LLC APPROVED
RR
Cboe Exchange, Inc. APPROVED
RR
FINRA APPROVED
RR
NYSE American LLC APPROVED
RR
NYSE Arca, Inc. APPROVED
RR
NYSE Chicago, Inc. APPROVED
RR
Nasdaq ISE, LLC APPROVED
RR
Nasdaq PHLX LLC APPROVED
RR
Nasdaq Stock Market APPROVED
RR
New York Stock Exchange APPROVED

Firm Information

Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
CURRENT EMPLOYERS
RIA
UBS FINANCIAL SERVICES INC. (#8174)
2200 N Ocean Blvd #s504, Fort Lauderdale, FL, 33305
9/23/2015 - Current
BD
UBS FINANCIAL SERVICES INC. (#8174)
2200 N Ocean Blvd #s504, Fort Lauderdale, FL, 33305
9/23/2015 - Current
PREVIOUS EMPLOYERS (2)
RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (#7691)
3/2/2001 - 10/22/2015
Denver, CO
BD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (#7691)
1/19/2001 - 10/22/2015
Denver, CO
advisor profile
Claim Profile

Melissa Corrado-harrison

IAR
RR
Experience: 22 years / 2 firms
CRD#: 4218701

melissa.harrison@ubs.com
(303) 820-5770

Managing Director
Minimum Assets Required:
$ 5,000,000

LOCATION
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Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
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