Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Lynnae Carpenter is a financial advisor with M Holdings Securities, Inc., with over 10 years of experience in the financial industry. Melanie Carpenter has been registered with the state of Oregon since 2016. Previously, Melanie Carpenter has worked with LPL FINANCIAL LLC, WELLS FARGO ADVISORS, LLC, and EDWARD JONES. Melanie Carpenter is a Series 7 and Series 66 licensed advisor and holds the SIE certification. Melanie Carpenter specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
1
2
OR
10/06/2016 - Present
M Holdings Securities, Inc. (PORTLAND OR)
CA
02/21/2012 - 06/08/2016
LPL FINANCIAL LLC (CARMICHAEL CA)
CA
02/12/2010 - 02/21/2012
WELLS FARGO ADVISORS, LLC (SACRAMENTO CA)
CA
12/02/2005 - 11/04/2008
EDWARD JONES (FAIR OAKS CA)
BOTH
Issued 04/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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