Unclaimed
Melani Faulkner is a financial advisor at Park Avenue Securities LLC. Melani is registered with both FINRA and the SEC and has been in the industry since February 2022. She has Series 63, 65 and 6TO licenses. Melani is registered to offer investment advice in 23 states, including Texas, California, and Florida. Melani focuses on providing financial planning, portfolio management, and educational seminars.
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.
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
TX
10/26/2023 - Present
Park Avenue Securities LLC (HOUSTON TX)
IA
Issued 06/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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