Unclaimed
Melanie Jacobs is a registered investment advisor representative with T. Rowe Price Associates, Inc. Melanie has been in the securities industry since December 6, 2015. Prior to joining T. Rowe Price Associates, Melanie was employed by Morgan Stanley & Co. LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Melanie is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 66, Series 7 and SIE licenses. Melanie is also registered with the state of Maryland and Arizona.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AZ
01/23/2019 - Present
T. Rowe Price Associates, Inc. (Scottsdale AZ)
NY
10/06/2017 - 01/11/2019
MORGAN STANLEY & CO. LLC (NEW YORK NY)
AZ
06/11/2015 - 04/11/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 07/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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