Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Pakulski has been in the financial services industry for over 20 years. Melinda is currently registered with Commonwealth Financial Network and is located in South Burlington, Vermont. Previously, Melinda was registered with TD WEALTH MANAGEMENT SERVICES INC., BANCNORTH INVESTMENT GROUP, INC., PRIMEVEST FINANCIAL SERVICES, INC., COMPULIFE INVESTOR SERVICES, INC., and CONSECO SECURITIES, INC. Melinda is a registered representative and investment advisor representative.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
03/17/2010 - Present
Commonwealth Financial Network (South Burlington VT)
VT
11/17/2009 - 02/17/2010
TD WEALTH MANAGEMENT SERVICES INC. (WILLISTON VT)
VT
01/01/2005 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (MONTPELIER VT)
MN
06/06/2001 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
06/20/2000 - 06/06/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
IN
03/06/2000 - 06/28/2000
CONSECO SECURITIES, INC. (CARMEL IN)
BOTH
Issued 10/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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