Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Ann Meland is a financial advisor who has been in the industry since 2001. Patricia Ann Meland is currently registered with Fidelity Personal And Workplace Advisors. Prior to that, Patricia Ann Meland was registered with ING Financial Partners, INC., ING Financial Advisors, LLC, PRINcor Financial Services Corporation, STATE FARM VP Management Corp., Waddell & Reed, INC., and AEGIS Investments, INC.. Patricia Ann Meland is a CERTIFIED FINANCIAL PLANNER™ professional and is licensed to provide financial advice in several states.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MN
03/18/2013 - 06/17/2013
ING FINANCIAL PARTNERS, INC. (MINNEAPOLIS MN)
MN
02/11/2005 - 03/18/2013
ING FINANCIAL ADVISERS, LLC (MINNEAPOLIS MN)
IA
05/28/2004 - 12/31/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IL
12/01/2003 - 04/23/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
KS
12/04/2001 - 07/15/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
MN
04/16/2001 - 11/29/2001
AEGIS INVESTMENTS, INC. (ST LOUIS PARK MN)
BC
Issued 06/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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