Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melody? Claim Your ProfileMelody Marie Behnke is a financial advisor with Coldstream Wealth Management, and has been in the industry for over 25 years. Melody holds the Series 6, 7, 24, and 63 licenses, and is also a Certified Financial Planner. Melody's experience includes working with high net worth individuals, corporations, and pension and profit-sharing plans. Melody has experience at a variety of firms including Securities America, Inc. and M Holdings Securities, Inc. Melody is registered with the state of Oregon and has a focus on providing financial planning, portfolio management, and pension consulting services.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
12/22/2024 - Present
Coldstream Wealth Management (BELLEVUE WA)
OR
05/29/2019 - 06/06/2019
SECURITIES AMERICA, INC. (PORTLAND OR)
OR
09/09/2003 - 01/22/2018
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
TX
06/15/2000 - 08/21/2003
NFP SECURITIES, INC. (AUSTIN TX)
OR
11/23/1998 - 04/28/2000
PRIVATE CONSULTING GROUP, INC. (PORTLAND OR)
CA
10/06/1995 - 12/07/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NE
01/03/1995 - 10/05/1995
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 12/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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