Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Dohrman is a financial advisor currently registered with LPL Financial LLC. Melanie has been in the industry since 2007 and has a wide range of experience. Melanie holds Series 6, 7, 63, and 66 licenses as well as the SIE. Melanie is also a Certified Financial Planner and has worked with several other firms including SIGMA FINANCIAL CORPORATION and EDWARD JONES. Melanie is dedicated to providing her clients with personalized financial advice and services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
05/18/2023 - Present
LPL Financial LLC (Pflugerville TX)
TX
09/07/2012 - 05/18/2023
SIGMA FINANCIAL CORPORATION (Pflugerville TX)
TX
08/19/2011 - 09/10/2012
CHASE INVESTMENT SERVICES CORP. (AUSTIN TX)
TX
11/26/2008 - 08/03/2011
EDWARD JONES (AUSTIN TX)
TX
09/20/2007 - 09/16/2008
CUE FINANCIAL GROUP, INC. (WIMBERLEY TX)
BOTH
Issued 01/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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