Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie McFaddin is a financial advisor with &partners, a firm headquartered in Nashville, Tennessee. Melanie has been in the financial industry since 2012 and specializes in providing investment advisory services to individuals and businesses. Melanie is registered with FINRA and has a Series 7, 79, 62 and 63 licenses.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
02/23/2016 - Present
&partners (NASHVILLE TN)
CO
05/11/2012 - 07/08/2014
HEADWATERS BD, LLC (DENVER CO)
CA
02/09/1998 - 08/19/1999
DEBELLAS & CO. CAPITAL, LP (LAKE FOREST CA)
BC
Issued 03/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/06/1998
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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