Unclaimed
Melanie Holtan is a financial advisor with State Farm VP Management Corp. based in Bloomington, Illinois. Melanie has been in the financial industry since 2002. Melanie has Series 6, 26, and 63 securities licenses. Melanie is also registered with the state of Texas.
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.
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.
1
2
IL
10/12/2010 - Present
State Farm VP Management Corp. (BLOOMINGTON IL)
IA
05/01/2001 - 02/20/2009
STATE FARM VP MANAGEMENT CORP. (WEST DES MOINES IA)
BC
Issued 05/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Melanie Holtan is the right advisor for you? Invested Better is here to help.