Connect Financial Advisors
40yrs
Top advisor by experience in Providence
2yrs
Melissa Anne Moss
Financial advisor at Park Avenue Securities
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeProvidence, UT
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2024 – nowPark Avenue Securities LLCCurrent firm
Questions to ask Melissa
Tailored to Melissa’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Melissa
How do I contact Melissa?
Call Park Avenue Securities at 1-888-600-4667 and ask for Melissa Anne Moss. Melissa works from the Providence, UT office.
How long has Melissa been a financial advisor?
Melissa has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Melissa hold?
Series 66. Tap any license on this page to see what it allows.
Is Melissa a fiduciary?
Melissa is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Melissa paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Melissa for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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