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MF

Melissa J. Forbes

GLEN EAGLE WEALTH
Kingston, NJ 08528-0399
Some features on this profile are disabled
CRD#: 7517026
MF

Professional summary

Melissa J Forbes, who also goes by Mellissa Jo Lauffer, is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mellissa Jo Lauffer

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Melissa J Forbes's CRS (Customer Relationship Summary).
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

June 27, 2023 - Present

GLEN EAGLE WEALTH, LLC

Office #1: 4422c Route 27, Kingston, NJ 08528-0399
BD
CRD#: 124504
Kingston, NJ

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 4/25/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99TO
Date: 7/22/2022
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm

GE
GLEN EAGLE WEALTH, LLC
CFT SECURITIES | GLEN EAGLE WEALTH, LLC | GLEN EAGLE TRADING | GLEN EAGLE ADVISORS, LLC | GLEN EAGLE ADVISORS LLC

CRD#: 124504 / SEC#: , 8-65678

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
4422c Route 27, Princeton, NJ 08540
Mailing Address
4422c Route 27 Po Box 399, Kingston, NJ 08528
Phone number
(609) 631-8231
Established
Delaware since 06/19/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (34 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers

NamePositionCRD#
GLEN EAGLE INVESTMENTS INC.OWNER
MICHEL, SUSAN ANNCEO - MANAGING MEMBER1680859
OBOYLE, JAMES PATRICK IVCHIEF COMPLIANCE OFFICER7142888
OBOYLE, JAMES PATRICK IVFINOP7142888

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

GLEN EAGLE WEALTH, LLC

CRD#: 124504Kingston, NJ 08528-0399

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