Melissa Heikkinen
Partner, Compensation Manager at Steward Partners Global Advisory- Claim this Profile
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Bio
Credentials
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Series 99TO- Operations Professional Examination
FINRANov, 2019- Nov, 2024 -
SIE - Securities Industry Essentials Examination
FINRAJul, 2019- Nov, 2024
Experience
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Steward Partners Global Advisory
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United States
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Financial Services
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200 - 300 Employee
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Partner, Compensation Manager
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Oct 2021 - Present
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Partner, Vice President-Accounting Specialist
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Apr 2021 - Feb 2022
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC.For important disclosure information, please see "Social Media Disclaimer" link in the "Contact Info" section. Show less
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Umpqua Investments, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Accounting Specialist
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Oct 2018 - Apr 2021
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Eagle Home Mortgage
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United States
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Financial Services
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400 - 500 Employee
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Mortgage Loan Closer (Funder)
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Jun 2012 - Jun 2018
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Education
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2007 - 2011
University of Oregon
Bachelor of Science, Sociology
Community
