Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwight? Claim Your ProfileDwight Kenneth Melgaard is a financial professional with over 30 years of experience in the industry. Dwight has been registered with LPL Financial LLC since 1997. Prior to joining LPL Financial LLC, Dwight was registered with EQ FINANCIAL CONSULTANTS, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Dwight holds Series 6, 26, and 63 licenses as well as the SIE exam. Dwight has also been registered in multiple states including Florida, Nebraska, New York, North Carolina, Pennsylvania, and Tennessee. Dwight is a respected financial advisor with a proven track record of success in helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
05/01/1997 - Present
LPL Financial LLC (CORAL SPRINGS FL)
NY
02/24/1992 - 05/23/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/24/1992 - 05/23/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 02/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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