Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Carina Guhit is an investment advisor representative with Edelman Financial Engines. Melanie is registered to provide investment advice in California and Texas. Melanie has been in the securities industry since October 2012. Melanie holds a Series 6 license for Investment Company Products/Variable Contracts Representative and a Series 63 license for Uniform Securities Agent State Law Examination. Melanie also has a Certified Financial Planner designation. Melanie has previously worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., Whittier Trust Company, Mercer Global Advisors Inc., and Creative Planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
04/20/2023 - Present
Edelman Financial Engines (WALNUT CREEK CA)
CA
10/01/2012 - 05/15/2014
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN FRANCISCO CA)
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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