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Melanie Epstein Denk is an Investment Advisor Representative at Prosperity - An Eisneramper Co. Melanie has been with Prosperity for over four years. Melanie is a registered Investment Advisor in Maryland, where she has been registered since 2021. Melanie received her Series 65 license in 2019. Melanie has a long history in the financial industry, having previously worked as Director of Operations for Access Title Company, LLC. In addition to working at Prosperity, Melanie is also a Director of Operations at Access Title Company, LLC. Melanie specializes in providing financial planning, pension consulting, and educational seminars. Melanie’s clientele includes individuals, corporations, charitable organizations, 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.
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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MD
03/24/2021 - Present
Prosperity - AN Eisneramper Co. (OWINGS MILLS MD)
IA
Issued 04/17/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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