Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Scott is a financial professional with over 20 years of experience in the financial services industry. Melanie is a registered representative with FBL Wealth Management, LLC and provides investment advice to a variety of clients. Melanie is committed to helping her clients achieve their financial goals through personalized investment strategies. Melanie is a graduate of the University of Oklahoma and holds the Series 7, 24, 63, and 66 licenses. Melanie is also a CERTIFIED FINANCIAL PLANNER™ professional.
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.
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.
Third-party management fees
1
2
IA
01/14/2020 - Present
FBL Wealth Management, LLC (West Des Moines IA)
OK
02/12/2014 - 07/13/2015
BOSC, INC. (TULSA OK)
MA
09/19/2011 - 09/06/2013
CANTELLA & CO., INC. (BOSTON MA)
MA
01/03/2011 - 09/08/2011
ING FINANCIAL PARTNERS, INC. (BRAINTREE MA)
MA
11/10/2004 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (N. QUINCY MA)
NY
03/12/2002 - 08/29/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/21/2001 - 03/18/2002
H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)
NY
12/05/2000 - 05/16/2001
ADAMS, HARKNESS & HILL, INC. (NEW YORK NY)
BOTH
Issued 12/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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