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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 Rachel Zakrzewski is an investment advisor representative at Epiq Capital Group, LLC. Melanie has been in the financial services industry for over 9 years. Melanie is registered with the state of Texas and has a Series 65 license. Melanie's specializations include providing portfolio management for businesses and individuals, as well as pooled investment vehicles. Melanie's current employment history includes positions with Cornerstone, Welk Resort Group, Inc., and European Wax Center.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
02/23/2024 - Present
Epiq Capital Group, LLC (SAN FRANCISCO CA)
IA
Issued 08/25/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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