Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Anderson is a financial advisor with over 30 years of experience in the industry. Melanie is currently registered with LPL Financial LLC. Melanie has a wide range of experience, having previously worked with Securities America, Inc. and Securities Service Network, LLC. Melanie holds the Series 6, 7, 9, 10, 63 and 66 licenses. Melanie is a Certified Financial Planner and a Chartered Financial Consultant.
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
IL
06/06/2024 - Present
LPL Financial LLC (EVANSTON IL)
IL
09/18/2020 - 06/06/2024
SECURITIES AMERICA, INC. (Evanston IL)
IL
01/29/2010 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Evanston IL)
IL
05/30/1989 - 02/01/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SKOKIE IL)
WI
05/30/1989 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 03/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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