Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melodie? Claim Your ProfileMelodie Ace is a financial advisor with Canopy Wealth Management. Melodie has been in the financial services industry for over 20 years, previously working for Northwestern Mutual Investment Services, LLC, Benjamin F. Edwards & Company, Inc., and Wells Fargo Advisors Financial Network, LLC. Melodie specializes in helping high-net-worth individuals, families, and charitable organizations with their financial planning and investment needs. Melodie has a wide range of experience in providing investment advice, retirement planning, estate planning, and college savings plans. Melodie is a Certified Financial Consultant and holds the Series 7, Series 63, and Series 66 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
01/20/2023 - Present
Canopy Wealth Management (MIDDLETON WI)
WI
05/09/2022 - 12/14/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Madison WI)
WI
03/08/2010 - 04/26/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
WI
12/04/2009 - 02/16/2010
BENJAMIN F. EDWARDS & COMPANY, INC. (MADISON WI)
WI
08/14/2009 - 12/09/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MADISON WI)
WI
02/23/2004 - 07/30/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
ND
07/30/2001 - 01/27/2004
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
BOTH
Issued 01/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Melodie Ace is the right advisor for you? Invested Better is here to help.
