Unclaimed
Melody Ann Juge is a financial professional with over 25 years of experience in the industry. Melody has been registered with Brokers International Financial Services, LLC since January 2016. Melody has also previously worked for Corecap Investments, Inc, Financial West Group, MML Investors Services, Inc. and Princor Financial Services Corporation. Melody has a broad range of experience, having held positions at various firms and across different states. Melody is a licensed investment advisor representative. She specializes in helping individuals, corporations and charitable organizations with their financial planning and portfolio management needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
NC
01/06/2016 - Present
Brokers International Financial Services, LLC (Flat Rock NC)
NC
01/04/2016 - 11/17/2016
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Flat Rock NC)
MI
02/12/2013 - 12/31/2015
CORECAP INVESTMENTS, INC. (SOUTHFIELD MI)
SC
03/10/2000 - 12/31/2012
FINANCIAL WEST GROUP (GREENVILLE SC)
MA
07/31/1996 - 03/29/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
02/15/1996 - 05/14/1996
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
12/21/1993 - 01/26/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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