Unclaimed
Melanie Peche is an Investment Advisor Representative at Alta Capital Management LLC based in Salt Lake City, Utah. Melanie has been in the financial industry since 1997 and has a Series 65 and Series 16 license. She is a CFA charterholder. Melanie's previous experience includes roles at Salomon Smith Barney Inc. and Goldman, Sachs & Co. Melanie specializes in providing financial planning, selection of other advisors, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
UT
12/15/2016 - Present
Alta Capital Management LLC (SALT LAKE CITY UT)
NY
11/03/1998 - 06/14/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/09/1997 - 10/02/1998
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 07/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1997
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
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