Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Lynn Finkle is a financial advisor who has been working in the financial services industry since 2012. Melanie is registered with Ameriprise Financial Services, LLC and has a Series 66, Series 7, and SIE license. Melanie is also a Certified Financial Planner. Melanie works with a variety of clients, including high-net-worth individuals, trusts/estates, individuals other than high-net-worth, insurance companies, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Melanie provides financial planning, portfolio management, asset allocation services, educational seminars, and publication of periodicals. Melanie is also licensed in 11 states, including Alaska, California, Colorado, Idaho, Montana, Oregon, South Carolina, Texas, Utah, and Washington.
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 services
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.
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05/10/2019 - Present
Ameriprise Financial Services, LLC (PORTLAND OR)
BOTH
Issued 05/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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