Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Dwyer is a registered Investment Advisor Representative with CHF Wealth Management, LLC. Melanie has been in the financial industry since 2000. Melanie holds the Series 7, 63, and 65 licenses and has experience in portfolio management for individuals and pension consulting. Melanie previously worked at Wachovia Securities, LLC, Prudential Securities Incorporated, and A. G. Edwards & Sons, Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Negotiable fees
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2
LA
07/15/2024 - Present
CHF Wealth Management, LLC (LAFAYETTE LA)
LA
07/01/2003 - 11/29/2007
WACHOVIA SECURITIES, LLC (LAFAYETTE LA)
NY
08/24/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
05/04/2000 - 08/24/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 06/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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