Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Werthmuller is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with over $818 billion in assets under management. Melanie has been in the industry since 2012 and is registered with the state of Connecticut, New York, and Texas. Melanie holds Series 7, 9, 10, 63, and 65 licenses and is a registered representative of Fidelity Brokerage Services LLC. Melanie provides financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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2
MA
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
04/17/2014 - 09/08/2015
MORGAN STANLEY (NEW YORK NY)
NY
12/14/2011 - 04/04/2014
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 02/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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