Melissa Barreca

Client Relationship Manager at Heritage Financial Consultants LLC
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Credentials

  • Series 66
    FINRA
    Jan, 2023
    - Nov, 2024
  • Series 7
    FINRA
    Dec, 2021
    - Nov, 2024
  • Microsoft Office Specialist: Master on Microsoft Office Excel 2016
    Microsoft
    Apr, 2018
    - Nov, 2024

Experience

  • Heritage Financial Consultants LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Relationship Manager
      • Sep 2020 - Present

      Melissa Barreca is a registered representative and supports Katherine Bays Armstrong and Elizabeth Paal Goss who are registered representatives of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors Corp. CRN-5406994-011123 Melissa Barreca is a registered representative and supports Katherine Bays Armstrong and Elizabeth Paal Goss who are registered representatives of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors Corp. CRN-5406994-011123

  • Heritage Financial Consultants LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Marketing Associate
      • Jan 2018 - May 2020

Education

  • Towson University
    Bachelors, Business Administration
    2016 - 2020

Community

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