Unclaimed
Melanie Villeneuve is a registered investment advisor representative with State Farm Investment Management Corp. Melanie Villeneuve has been in the financial services industry since 2002 and has worked with previous firms including CHASE INVESTMENT SERVICES CORP., GUARANTY BROKERAGE SERVICES, INC., WELLS FARGO INVESTMENTS, LLC and PRUCO SECURITIES CORPORATION. Melanie Villeneuve is currently registered with State Farm Investment Management Corp. and has an active license in California.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/08/2018 - Present
State Farm Investment Management Corp. (Rancho Mirage CA)
CA
06/17/2009 - 02/01/2011
CHASE INVESTMENT SERVICES CORP. (PALM DESERT CA)
CA
05/26/2005 - 05/12/2009
GUARANTY BROKERAGE SERVICES, INC. (PALM DESERT CA)
CA
12/19/2003 - 05/05/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NJ
03/05/2002 - 07/10/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
CA
03/29/2001 - 08/31/2001
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 03/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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