Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melaney? Claim Your ProfileMelaney Nicholls is a registered Investment Advisor Representative with Passive Capital Management, LLC. Melaney has been in the industry since July 2023 and has experience working with both individuals and businesses. Melaney holds a Series 66 and a Series 7TO license, as well as the SIE exam. In her previous role at Harbor Investment Advisory, LLC, Melaney focused on providing investment advice to high-net-worth individuals and families. Melaney is dedicated to providing personalized financial guidance and 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.
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.
A percentage of the total value of assets under management is charged.
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MD
04/02/2024 - Present
Passive Capital Management, LLC (Baltimore MD)
MD
07/03/2023 - 03/22/2024
HARBOR INVESTMENT ADVISORY, LLC (LUTHERVILLE MD)
BOTH
Issued 11/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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