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Melanie Kay Jacobsen

Kestra Investment Services, LLC

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About Melanie Kay Jacobsen

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.

Firm Information

Melanie Jacobsen is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Melanie Jacobsen’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melanie Kay Jacobsen.
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