Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Sun McDaniel is an investment advisor representative with LPL Financial LLC in STEAMBOAT SPRINGS, CO. Melanie has been in the securities industry since 2005. Melanie is registered with the state of Colorado and holds Series 6, 7TO, 63 and 65 licenses. Melanie has experience with working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and investment clubs. Melanie also provides consulting, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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2
CO
08/10/2018 - Present
LPL Financial LLC (STEAMBOAT SPRINGS CO)
CO
05/19/2005 - 09/21/2006
PRINCOR FINANCIAL SERVICES CORPORATION (STEAMBOAT SPRINGS CO)
BC
Issued 12/01/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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