Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Renee Weischwill is an investment advisor representative at LPL Financial LLC. Melanie has been in the industry since January 5, 1997 and has experience with both LPL Financial LLC and CETERA INVESTMENT SERVICES LLC. Melanie is licensed in several states and has passed the Series 63, SIE and Series 7 exams. Melanie offers advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TX
09/06/2023 - Present
LPL Financial LLC (VICTORIA TX)
TX
08/27/1998 - 09/06/2023
CETERA INVESTMENT SERVICES LLC (VICTORIA TX)
NA
07/23/1998 - 08/14/1998
PRIMEVEST FINANCIAL SERVICES, INC.
MN
03/02/1998 - 07/17/1998
OFFERMAN & COMPANY (MINNEAPOLIS MN)
MN
01/01/1997 - 03/02/1998
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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