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Melissa Heikkinen

Melissa Heikkinen

Mortgage Loan Closer (Funder)

Followers of Melissa Heikkinen569 followers
location of Melissa HeikkinenPortland, Oregon, United States

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  • Timeline

  • About me

    Partner, Compensation Manager at Steward Partners Global Advisory

  • Education

    • University of Oregon

      2007 - 2011
      Bachelor of Science Sociology

      Business Administration Minor

  • Experience

    • Eagle Home Mortgage

      Jun 2012 - Jun 2018
      Mortgage Loan Closer (Funder)

    • Umpqua Investments, Inc.

      Oct 2018 - Apr 2021
      Accounting Specialist

    • Steward Partners Global Advisory

      Apr 2021 - now

      Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC.For important disclosure information, please see "Social Media Disclaimer" link in the "Contact Info" section. Show less

      • Partner, Compensation Manager

        Oct 2021 - now

      • Partner, Vice President-Accounting Specialist

        Apr 2021 - Oct 2021

  • Licenses & Certifications

    • SIE - Securities Industry Essentials Examination

      FINRA
      Jul 2019