Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melani? Claim Your ProfileMelani Rose List is an investment advisor representative with Asset Planning, Inc.. Melani is registered with the state of California. Melani specializes in providing financial planning and portfolio management services for individuals. Melani has been in the industry since February 2009. Melani has a Series 65 license. Melani's current employment is with Asset Planning, Inc.. The main office for Asset Planning, Inc. is located in Cypress, CA. Asset Planning, Inc. has 5 investment advisor representatives, 6 employees who perform investment advisory functions and a total of 8 clients. The firm's regulatory assets under management total $446,497,648. The firm's advisory services include financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
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
CA
11/14/2024 - Present
Asset Planning, Inc. (Cypress CA)
IA
Issued 07/19/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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