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Melissa Beach
from Wiser Wealth Management, Inc
Melissa Beach is a financial advisor based in Georgia, Marietta,
with 22 years of experience. Melissa currently works for
Wiser Wealth Management, Inc.
Melissa maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Melissa Beach works at Wiser Wealth Management, Inc
Wiser Wealth Management, Inc is a financial advisory firm based in Marietta, Georgia. It currently has approximately $231,730,349 of assets under management and employs about 7 people. Wiser Wealth Management, Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
125 Church St, Suite 220, Marietta, Georgia, 30060
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