Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Jean Bodi is an investment advisor representative at Johnson & White Wealth Management LLC, a Registered Investment Advisor. Melinda is registered in Pennsylvania and has been in the industry since September 2019. Melinda has experience providing financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Melinda holds a Series 65 license and is committed to providing clients with personalized financial advice and solutions.
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.
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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PA
01/17/2020 - Present
Johnson & White Wealth Management LLC (YORK PA)
IA
Issued 01/17/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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