Melissa Stewart

Melissa Stewart Work

Founder I Sr. Financial Advisor I Retirement Plan Consultant

@ ClearVista Advisors

Financial Advisor, CERTIFIED FINANCIAL PLANNER(TM), AIF®

@ Raymond James

Branch Operations Manager, Senior Financial Associate

@ Oppenheimer & Co. Inc.

Melissa Stewart Education

2004 - 2009 BBA in Major in Finance & Management

Grand Valley State University
2002 - 2004 Associates in Arts in Business

Grand Rapids Community College

Melissa Stewart Skills

Retirement PlanningInvestmentsStrategic Financial PlanningPortfolio Management401kWealth ManagementRetirementFinancial AdvisoryFinanceSeries 7Mutual FundsInvestment AdvisoryAsset AllocationPensionsEstate PlanningInvestment StrategiesSecuritiesBusiness PlanningWealthManagementUniform Combined State LawPublic SpeakingSeries 66Customer ServiceFinancial ServicesProject PlanningServicesMicrosoft ExcelSeries 63Business AnalysisProcess ImprovementUniform Combined StateStrategic FinancialOperations

Melissa Stewart Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Melissa Stewart currently works at ClearVista Advisors as Melissa Stewart - Founder I Sr. Financial Advisor I Retirement Plan Consultant at ClearVista Advisors.

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