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Melissa M

Series 63, Series 65

Henderson, NV

Melissa Matson LLC

Melissa Matson is a financial advisor with Melissa Matson LLC in Henderson, Nevada, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked at Kovack Securities, Inc. from 2005 to 2018 and has operated her own firm since 2009. Matson also serves as a licensed insurance agent. Melissa Matson LLC provides portfolio management, financial planning, and pension/retirement plan consulting for individuals, investment companies, and pension or profit-sharing plans. The firm uses multiple analytical methods and a long-term trading orientation to align portfolios with clients’ risk tolerance and time horizon, with accounts reviewed at least quarterly.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments General tax planning
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Mario S

Series 65

Henderson, NV

Melissa Matson LLC

Mario Sena is a financial advisor at Melissa Matson LLC with four years of industry experience and holds a Series 65 designation. His prior work includes roles at MRS Wealth Advisors, Foundations Investment Advisors, and SOLV Benefits. Outside of finance, he assists with wine selection and service for special events at Smith and Wollensky. Melissa Matson LLC provides ongoing portfolio management, financial planning, and pension/retirement plan consulting for individuals, investment companies, and pension or profit-sharing plans. The firm employs multiple methods of investment analysis and maintains a long-term trading orientation, with regular account reviews and no discretionary trading.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments General tax planning
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Anne M

Series 65

Henderson, NV

Melissa Matson LLC

Anne Mc Ninch is a financial advisor with Melissa Matson LLC in Henderson, NV, holding a Series 65 designation and over seven years of industry experience. Prior to joining Melissa Matson LLC, she operated her own advisory business and was involved with DanceCenter LLC. Melissa Matson LLC provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, investment companies, and retirement plans. The firm employs multiple analytical methods for investment decisions and reviews accounts quarterly, focusing on aligning portfolios with client risk tolerance and time horizon.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments General tax planning
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