Unclaimed
Melanie Lynn Boehne is an active investment advisor representative with Edward Jones. Melanie has been in the industry since June 1997 and has a Series 7, Series 9, Series 10, Series 24, and Series 63 license. Melanie is located at the St. Louis, MO branch office of Edward Jones and has been with the firm since July 1997. Melanie is registered in the state of Missouri. Edward Jones is a large investment firm with over $824 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and other clients.
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.
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.
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.
See schedule d - miscellaneous
1
2
MO
07/01/1997 - Present
Edward Jones (ST LOUIS MO)
BC
Issued 07/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 09/09/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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