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Melissa Trujillo
from Meritage Portfolio Management, Inc.
Melissa Trujillo is a financial advisor based in Kansas, Overland Park,
with 11 years of experience. Melissa currently works for
Meritage Portfolio Management, Inc..
Melissa maintains a S66 license (Uniform Combined State 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 Trujillo works at Meritage Portfolio Management, Inc.
Meritage Portfolio Management, Inc. is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $1,808,549,455 of assets under management and employs about 17 people. Meritage Portfolio Management, Inc. uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
and a percentage of assets under your management
Office location
7500 College Blvd, Suite 1212, Overland Park, Kansas, 66210
Advisor can help with
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