Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Kregling is a financial advisor with Janney Montgomery Scott LLC. Melanie is a Certified Financial Planner and has been in the industry since 2002. Melanie works with a range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Melanie has a broad range of experience, having worked with Stephens and Triad Advisors, Inc. prior to Janney Montgomery Scott LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
CT
12/26/2019 - Present
Janney Montgomery Scott LLC (NEW HAVEN CT)
CT
07/28/2006 - 12/14/2010
STEPHENS (NEW HAVEN CT)
GA
08/20/2001 - 01/14/2002
TRIAD ADVISORS, INC. (ATLANTA GA)
SC
03/02/1998 - 08/23/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 09/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/07/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Melanie Kregling is the right advisor for you? Invested Better is here to help.
