Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Denise Perry is a financial advisor with over 20 years of experience in the financial services industry. Melanie currently works for Urban Wealth Management, LLC, and is a Certified Financial Planner. Melanie focuses on providing financial advice and portfolio management services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
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CA
01/01/2025 - Present
Urban Wealth Management (EL SEGUNDO CA)
CA
08/25/2014 - 12/31/2021
SAGEPOINT FINANCIAL, INC. (NEWPORT BEACH CA)
CA
03/26/2008 - 08/31/2012
PARK AVENUE SECURITIES LLC (PASADENA CA)
CA
07/07/2003 - 03/03/2008
AXA ADVISORS, LLC (LOS ANGELES CA)
MA
05/31/2002 - 07/01/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
03/09/1999 - 05/29/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 09/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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