Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Mousheh is a financial advisor with Fidelity Personal And Workplace Advisors, a firm that has been in operation for over 70 years and manages assets between $1 billion and $10 billion for individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations and other businesses. Melanie has been in the financial services industry since 2021. Melanie specializes in retirement planning, college savings plans, estate planning, and insurance needs. Melanie is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in multiple states.
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.
1
2
IL
10/02/2023 - Present
Fidelity Personal AND Workplace Advisors (SCHAUMBURG IL)
IL
12/17/2020 - 05/14/2021
THRIVENT INVESTMENT MANAGEMENT INC. (DOWNERS GROVE IL)
BOTH
Issued 02/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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