Unclaimed
Melody Ann Chaney is a financial advisor at Edward Jones. Melody has been a financial advisor for over 20 years and holds a Series 7 and 66 license and the SIE exam. Melody is a Certified Financial Planner. Melody is also a licensed investment advisor representative in Kentucky and Texas. Melody works with a range of clients, including individuals, families, businesses, and retirement plans. Melody helps her clients with financial planning, investment management, and retirement planning. Melody's office is located in Munfordville, Kentucky.
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
KY
12/06/2018 - Present
Edward Jones (MUNFORDVILLE KY)
BOTH
Issued 12/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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