Melissa J Forbes
Professional Summary
Melissa J Forbes, who also goes by Mellissa Jo Lauffer, is a registered financial advisor currently at GLEN EAGLE WEALTH, LLC located in Kingston, New Jersey. Melissa is registered as a RR (Registered Representative) and started their career in finance in 2023. Melissa has worked at 1 firm and has passed the SIE and Series 99TO exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mellissa Jo Lauffer
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
CFT SECURITIES | GLEN EAGLE WEALTH, LLC | GLEN EAGLE TRADING | GLEN EAGLE ADVISORS, LLC | GLEN EAGLE ADVISORS LLC
Contact Information
Main Address
4422c Route 27, Kingston, NJ 08528-0399Mailing Address
4422c Route 27 Po Box 399, Kingston, NJ 08528Phone Number
(609) 631-8231Established
Delaware since 06/19/2002Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (34 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Melissa J Forbes's CRS (Customer Relationship Summary).
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