Unclaimed
Daniel Melehan is a financial advisor with Alliancebernstein Investments, Inc. in Nashville, TN. Daniel has been in the financial services industry since March 24, 1998. Daniel is registered with the following states: California, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, Nevada, North Dakota, Ohio, Tennessee, and Wisconsin. Daniel holds the Series 6, 7, 24, 26, 63, and 65 securities licenses. Daniel has a history of experience in the financial services industry with previous employers including SANFORD C. BERNSTEIN & CO., LLC, OPPENHEIMERFUNDS DISTRIBUTOR, INC., AMERICAN FUNDS DISTRIBUTORS, INC., and PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP.
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.
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.
1
2
TN
04/24/2019 - Present
Alliancebernstein Investments, Inc. (Nashville TN)
CA
09/29/2022 - 12/20/2022
SANFORD C. BERNSTEIN & CO., LLC (SAN DIEGO CA)
CO
08/06/2012 - 03/28/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CA
01/29/2008 - 07/31/2012
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
NY
04/21/2003 - 01/08/2008
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MA
01/21/1998 - 04/07/2003
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 03/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/27/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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