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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Martinez McDonald is a financial advisor in Palm Beach Gardens, Florida. Melanie is a Certified Financial Planner and has been in the financial industry for over 13 years. Melanie has worked at several firms, including UBS Financial Services Inc., Kovack Securities Inc. and Kovack Advisors Inc. Currently, Melanie is registered as an Investment Advisor Representative with Pursuit Wealth Management LLC, where she specializes in providing financial planning and portfolio management services to 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.
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.
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2
FL
08/27/2020 - Present
Pursuit Wealth Managment LLC (PALM BEACH GARDENS FL)
FL
05/31/2019 - 06/22/2020
KOVACK SECURITIES INC. (Palm Beach Gardens FL)
FL
06/24/2008 - 06/27/2019
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
BOTH
Issued 03/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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