Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clara? Claim Your ProfileClara Jean Charlebois Melendy is a financial advisor at Ameriprise Financial Services, LLC. Clara has been a registered representative since 1997. Clara is registered with the state of Vermont as an Investment Adviser Representative and is registered with the state of Texas as a Registered Representative. Clara's previous employment was with IDS Life Insurance Company. Clara's firm is based in Minneapolis, MN.
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.
Asset allocation services
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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2
VT
05/05/1997 - Present
Ameriprise Financial Services, LLC (MIDDLEBURY VT)
MN
04/07/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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