Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melana? Claim Your ProfileMelana Carbary is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Melana has been in the financial services industry since 2005. Melana is registered with the state of Ohio and holds the Series 66, SIE, and Series 7 securities licenses. Melana also holds the Certified Financial Planner designation. Melana previously worked at New England Securities and Ameriprise Financial Services, Inc. Melana is a Certified Financial Planner and provides financial planning services to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans. Melana is also a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. and is affiliated with Corso's Flower and Garden Center, Burning River Advisory Group, and Enlightenher, LLC.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
01/02/2020 - Present
Cambridge Investment Research Advisors, Inc. (WESTLAKE OH)
OH
11/12/2009 - 09/04/2013
NEW ENGLAND SECURITIES (WESTLAKE OH)
OH
08/05/2005 - 11/06/2009
AMERIPRISE FINANCIAL SERVICES, INC. (WESTLAKE OH)
MN
08/05/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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