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Melissa Jeanne Miller

Sovereign Financial Services, LLC

Phoenix, MD

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Current Employers
Sovereign Financial Services, Llc

12 Brocster Ct, Phoenix, MD 21131 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2016-02-20
  • MD RA
    APPROVED
    Since 2016-02-20

Branch Locations

12 Brocster Ct, Phoenix, MD 21131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sovereign Financial Services Bel Air MD 01/2010 Present
  • 01/2010 → Present
    Sovereign Financial Services
    Bel Air, MD
Other Businesses

Sovereign Insurance Service, Owner Life, Health, Home and Auto Insurance Agent 24 E. Pennsylvania Ave Bel Air, MD 21014

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-02
  • S65 Uniform Investment Adviser Law Examination
    2016-02-02
Other Names
  • Melissa Jeanne Kardash

View on SEC IAPD

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Other Investors

SHAWN PATRICK MILLER
Terese Marie Hopper
GRAHAM TYLER BAUER
Mark Wiley
LEONARD P RASKIN
KELLY MICHELLE DUNSTON
Gabriela C Miutescu
Keith Steele Stacy

Other Offices

PNC WEALTH MANAGEMENT LLC · PHOENIX, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PHOENIX, MD
RASKIN GLOBAL INC. · PHOENIX, MD
CETERA INVESTMENT ADVISERS LLC · PHOENIX, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, MD
LPL FINANCIAL LLC · GLEN ARM, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sparks, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sparks Glencoe, MD

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