Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Kopka Dahl is a financial advisor who has been in the industry since August 19, 2004. Melanie is currently registered with MML Investors Services, LLC and has previously been registered with MSI Financial Services, Inc., Metropolitan Life Insurance Company, ING Financial Advisers, LLC, and AXA Advisors, LLC. Melanie has a Series 7 and Series 66 license. Melanie is also a licensed Independent Insurance Agent. Melanie provides financial planning, educational seminars, and asset allocation programs.
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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
08/31/2020 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
NJ
05/05/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MOORESTOWN NJ)
NJ
05/05/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MOORESTOWN NJ)
CT
09/21/2004 - 04/20/2006
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NY
07/13/2004 - 08/27/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 08/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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