Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melodee? Claim Your ProfileMelodee Campbell is a financial advisor at Edward Jones in LINCOLN, IL. Melodee has over 10 years of experience in the financial services industry and holds several licenses and registrations, including Series 66, Series 7, and Series 99. Melodee previously worked for Midwestern Securities Trading Company, LLC and WFG Investments, Inc. Melodee is committed to helping clients achieve their financial goals and provides a range of services, including financial planning, portfolio management, and retirement planning.
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.
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.
See schedule d - miscellaneous
1
2
IL
01/29/2020 - Present
Edward Jones (LINCOLN IL)
IL
12/08/2017 - 10/09/2019
MIDWESTERN SECURITIES TRADING COMPANY, LLC (EAST PEORIA IL)
IL
07/17/2013 - 08/25/2017
WFG INVESTMENTS, INC. (PEORIA IL)
BOTH
Issued 10/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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