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Melissa Marie Mooneydomingue

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
236 clients
Average Client Portfolio
$617K average
Assets Under Management
$145.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

1900 S. Harbor City Blvd., Suite #341, Melbourne, FL, 32901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Melissa is an independent insurance agent with Mooney Financial Services since 2017, dedicating a few hours per week to selling and servicing life insurance, health insurance, fixed annuities, and long-term care insurance. Since June 2023, she has also been selling and servicing equity indexed annuities, dedicating minimal time to this activity.

Employment History
Current Registrations
Coordinated Capital Securities, INC.
October 2018 - Present · 7 yrs 4 mos
Coordinated Capital Securities, INC.Broker
February 2018 - Present · 8 yrs
State Registrations10 states
ALCACOFLGAKYNCVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Melissa Marie Mooneydomingue - Financial Advisor | TrueAdvisor