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Melissa Anne Piconi

Berger Financial Group

Sun City West, AZ

Plymouth, MN

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Current Employers
Berger Financial Group

1695 State Hwy 169 N, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-12-21
TX RA APPROVED 2023-11-14
  • AZ RA
    APPROVED
    Since 2023-12-21
  • TX RA
    APPROVED
    Since 2023-11-14

Branch Locations

13517 W. Camino Del Sol, Sun City West, AZ 85375 • United States

1695 State Hwy 169 N, Plymouth, MN 55441 • 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
Ubs Financial Services Inc San Diego CA 02/2014 06/2022
Berger Financial Group Sun City West AZ 07/2022 Present
  • 02/2014 → 06/2022
    Ubs Financial Services Inc
    San Diego, CA
  • 07/2022 → Present
    Berger Financial Group
    Sun City West, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-10
  • S65 Uniform Investment Adviser Law Examination
    2023-01-10
Other Names
  • Melissa Anne Grajek
  • Melissa Grajek
  • Melissa Anne Latifi

View on SEC IAPD

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Thomas Tourek
Nicholas A Albert
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Other Offices

J.P. MORGAN SECURITIES LLC · SUN CITY WEST, AZ
BERGER FINANCIAL GROUP · Sun City, AZ
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Sun City West, AZ
EDWARD JONES · SUN CITY WEST, AZ
EDWARD JONES · SUN CITY WEST, AZ
EDWARD JONES · SUN CITY WEST, AZ
USA FINANCIAL SECURITIES LLC · SUN CITY WEST, AZ
PNC WEALTH MANAGEMENT LLC · Sun City West, AZ

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