linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Anne Kathleen Melle

Centennial Securities Company, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Anne? Claim Your Profile

About Anne Kathleen Melle

Anne Kathleen Melle is a financial advisor at Centennial Securities Company, Inc. in Grand Rapids, MI. Anne Melle is licensed in Michigan. Anne Melle has been in the securities industry since 2022. Anne Melle has passed the Series 66, Series 7TO and SIE exams. Anne Melle's other licenses include: Series 66, Series 7TO and SIE. Anne Melle works with clients in the areas of financial planning and investment management. Anne Melle is also a staff accountant at Vander Ploeg, Bergakker & Associates, an accounting firm. Anne Melle is an administrative assistant at Pathway Benefit Svc. Anne Melle has been working with clients since 2014.

Firm Information

Anne Melle is currently registered with Centennial Securities Company, Inc.. Centennial Securities Company, Inc. is a corporation formed in June 2013 and headquartered in Grand Rapids, Michigan. The firm offers a wide range of financial advisory services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Centennial Securities has been registered with the SEC and is licensed in 46 states. The firm manages approximately $1 billion to $10 billion in assets for a diverse client base, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth.
Centennial Securities Company, Inc.

3075 CHARLEVOIX DR SE

GRAND RAPIDS, MI 49546

$1.07B

Assets Under Management

2,133

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Anne Melle’s Registration & Firm History

MI

09/01/2023 - Present

Centennial Securities Company, Inc. (GRAND RAPIDS MI)

Not sure if Anne Kathleen Melle is right for you?

Licenses & Designations

BOTH

Issued 07/28/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/12/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anne Kathleen Melle.
Not sure if Anne Kathleen Melle is right for you?