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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Marie Mellyn is a financial advisor at Fidelity Personal And Workplace Advisors, a firm that provides investment management and financial planning services. Ellen is based in Scarsdale, NY. Ellen has been in the financial services industry since 2013 and has experience in providing financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. Ellen has passed the Series 63 and 65 exams to obtain her licenses and is registered with the state of New York. Ellen has previously worked at J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and David Lerner Associates, Inc.
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.
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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2
NY
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (SCARSDALE NY)
NY
10/23/2019 - 12/17/2019
CETERA INVESTMENT SERVICES LLC (FRANKLIN SQUARE NY)
NY
09/06/2017 - 03/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NY
01/27/2017 - 04/05/2017
J.P. MORGAN SECURITIES LLC (SCARSDALE NY)
NY
03/04/2013 - 02/03/2017
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
IA
Issued 05/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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