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Christine Melancon is a financial advisor with Cetera Investment Advisers LLC. Christine has been in the financial services industry since June 2008. Christine is registered with the following securities authorities: Arizona, Alabama, California, Colorado, Connecticut, Florida, Georgia, Iowa, Massachusetts, Nebraska, New Mexico, Pennsylvania, Washington, and Wisconsin. Christine is also a registered Investment Advisor in Arizona. Christine holds Series 6, 7, 63, and 65 licenses and the SIE exam. Christine has experience working with individuals, high-net-worth individuals, corporations, trusts, and pension plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
06/27/2019 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
06/17/2008 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (PHOENIX AZ)
IA
Issued 03/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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