Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melania? Claim Your ProfileMelania McCarley is an investment advisor representative with Sage Advisory Services Ltd. Co., a registered investment advisor firm with offices in Austin, Texas and Prosper, Texas. Melania has been in the industry for over 15 years and holds the Series 6, 7, 63, and 66 licenses. Melania specializes in providing financial advice and portfolio management services to a wide range of clients including high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and individuals.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model provision strategies
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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TX
05/11/2023 - Present
Sage Advisory Services Ltd. Co. (AUSTIN TX)
TX
08/18/2021 - 05/04/2023
RESOLUTE INVESTMENT DISTRIBUTORS, INC. (Irving` TX)
IN
06/27/2017 - 07/20/2021
AMERICAN FUNDS DISTRIBUTORS, INC. (CARMEL IN)
IN
07/31/2014 - 04/01/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LAFAYETTE IN)
IN
05/16/2013 - 07/24/2014
VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)
TX
06/23/2010 - 03/15/2013
FORESIDE FUND SERVICES, LLC (FORT WORTH TX)
TX
08/21/1998 - 07/05/2007
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 09/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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