Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Kempel is a financial advisor at Osaic Wealth, Inc. with over 20 years of experience in the financial services industry. Melinda is a registered representative and investment advisor representative. Melinda has worked with clients in a variety of capacities, including providing financial planning, portfolio management, and investment advisory services. Melinda is committed to helping her clients achieve their financial goals. Melinda has a strong understanding of the financial markets and is dedicated to providing her clients with personalized financial advice.
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.
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
ND
10/17/2024 - Present
Osaic Wealth, Inc. (Bismarck ND)
ND
01/13/2006 - 06/01/2016
INVESTMENT CENTERS OF AMERICA, INC. (BISMARCK ND)
AZ
10/01/2002 - 08/19/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
04/18/2001 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 10/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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