Melissa Ann Pikul-Clemens

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2016 → 06/2019
  Foresters Financial Services
  Canonsburg, PA
• 05/2016 → 06/2019
  Foresters Advisory Services Llc
  Canonsburg, PA
• 10/2017 → 11/2018
  Melissa Pikul
  Coraopolis, PA
• 06/2019 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Canonsburg, PA

Previous Registrations

• 2016-05-10 → 2019-06-24
  Foresters Advisory Services, Llc
  Canonsburg, PA

Other Businesses

1. WOMEN FOR ECONOMICS & LEADERSHIP DEVELOPMENT. MARKETING CHAIR.2-3 HRS/WK PROMOTING WOMEN IN BUSINESS. 2. RONALD MCDONALD HOUSE OF PITTSBURGH, VOLUNTEER BOARD MEMBER, HELP FAMILIES WITH SICK CHILDREN BY PLANNING ACTIVITIES, SETTING UP DONATIONS AND FUNDRAISING 3. CO-CHAIR OF WOMEN FOR ECONOMIC AND LEADERSHIP DEVELOPMENT; OVERSEEING EACH COMMITTEE AND MAKE SURE ALL PROGRAMS ARE PLANNED AND EXECUTED EFFICIENTLY; 2-3 HRS/WK

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-07
• S63 Uniform Securities Agent State Law Examination
  2011-07-18

Other Names

• Melissa Pikul
• Melissa Ann Pikul