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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melody? Claim Your ProfileMelody Andrea ada Foti is a financial advisor with Commonwealth Financial Network in Northampton, MA. Melody has been in the financial services industry since December 1999 and has a wide range of experience. Melody is also a Certified Financial Planner and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Melody has worked at several firms in the past, including WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY, and CITIGROUP GLOBAL MARKETS INC.
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
MA
10/14/2022 - Present
Commonwealth Financial Network (Northampton MA)
MA
01/04/2013 - 10/18/2022
WELLS FARGO CLEARING SERVICES, LLC (SPRINGFIELD MA)
MA
06/01/2009 - 01/29/2013
MORGAN STANLEY (SPRINGFIELD MA)
MA
12/09/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SPRINGFIELD MA)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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