Melissa Streber

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → Present
  Cuna Brokerage Services Inc.
  Waverly, IA
• 12/2016 → Present
  Reliant Community Fcu
  Sodus, NY
• 09/1999 → 12/2016
  Tops Markets Llc
  Rochester, NY
• 03/2021 → Present
  Fierce Fitness
  Shortsville, NY
• 05/2022 → Present
  Lpl Financial Llc
  Sodus, NY

Previous Registrations

• 2021-02-24 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Sodus, NY

Other Businesses

1. 05/18/2022 - Reliant Investment Services - Investment Related- At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 09/15/2023 - Other - Notary - New York State Notary - Investment Related - At Reported Business Location(s) - Start Date 03/26/2018 - 0 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2021-02-23

Other Names

• Melissa Yaxis