Unclaimed
Melanie Jacobsen has been a registered professional in the financial services industry since 2000. Melanie is currently registered with Kestra Investment Services, LLC, which is a full-service investment firm offering a wide array of investment services. Melanie has experience with Mutual Service Corporation and Princor Financial Services Corporation. Melanie holds the Series 7 and Series 63 licenses. Melanie is licensed to provide investment advisory services in Ohio and West Virginia.
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.
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.
1
2
OH
08/26/2009 - Present
Kestra Investment Services, LLC (CINCINNATI OH)
OH
02/14/2006 - 08/07/2009
MUTUAL SERVICE CORPORATION (CINCINNATI OH)
IA
12/08/2000 - 01/19/2006
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 02/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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