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Joseph Michael Melenick

Cetera Investment Advisers LLC

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About Joseph Michael Melenick

Joseph Michael Melenick is a financial advisor with Cetera Investment Advisers LLC. Joseph Michael Melenick has been in the industry since 2007. Cetera Investment Advisers LLC has approximately $104,468,595,111 in assets under management. Cetera Investment Advisers LLC's main office is in Schaumburg, Illinois.

Firm Information

Joseph Melenick is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

3721 OBERLIN AVENUE

LORAIN, OH 44053

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Melenick’s Registration & Firm History

OH

09/01/2021 - Present

Cetera Investment Advisers LLC (LORAIN OH)

OH

07/01/2020 - 09/01/2021

EQUITABLE ADVISORS, LLC (CLEVELAND OH)

OH

05/18/2017 - 07/01/2020

CITIZENS SECURITIES, INC. (CLEVELAND OH)

OH

02/01/2017 - 05/08/2017

THE HUNTINGTON INVESTMENT COMPANY (AKRON OH)

OH

10/07/2013 - 02/01/2017

LPL FINANCIAL LLC (AKRON OH)

OH

12/12/2008 - 10/04/2013

CETERA INVESTMENT SERVICES LLC (ROCKY RIVER OH)

OH

08/20/2008 - 12/18/2008

FINANCIAL NETWORK INVESTMENT CORPORATION (ROCKY RIVER OH)

OH

04/26/2007 - 07/30/2008

EDWARD JONES (BAY VILLAGE OH)

MA

07/26/1999 - 11/24/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/26/1999 - 11/24/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 5/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/25/2007

Series 7 - General Securities Representative Examination

BC

Issued 7/23/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Michael Melenick.
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