Melissa Latifi (CRD# 6302523) is an Investment Advisor Representative working at Berger Financial Group in Sun City West, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berger Financial Group | Sun City West, AZ | Jul 2022 - Current | 1 |
| Ubs Financial Services Inc. | San Diego, CA | Feb 2014 - Jun 2022 | 8 |
| Chili's Bar And Grill | Bossier City, LA | Oct 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- AZ
- TX
-
Total Assets Under Management1,661MILLIONS
-
Total Number of Accounts7,117ACCOUNTS
-
Average Account Value$233,392
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OR, SC, SD, TN, TX, VA, VT, WA, WI
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