Years of Experience
5-20+ Years
SEWICKLEY, PA
0 Disclosures
ADVISOR BIO
Melissa Corso is an active Investment Advisor Representative with JMS Capital Group Wealth Services, LLC. Melissa has been in the industry for over 17 years, and holds several industry certifications, including Series 7, 24, 53, 63, and 66 licenses. Melissa has a strong focus on individual and business financial planning, insurance, and estate planning. Melissa has previously worked at PWA Securities, Inc., BPU Investment Management Inc., Hefren-Tillotson, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, NFP Securities, Inc., and Vestax Securities Corporation. Melissa's current firm manages over $143 million in assets.
SPECIALIZATIONS
UNIONTOWN, PA
25 Years Experience
0 Disclosures
ADVISOR BIO
Melody Ann Cole is a financial advisor at Janney Montgomery Scott LLC. Melody has been in the industry since 1999 and has a wide range of experience in the financial services industry. Melody is a registered representative and investment advisor representative and has passed the Series 6, 7, 63, and 65 exams. Melody is licensed in 32 states and the District of Columbia. Melody's specializations include financial planning, portfolio management, pension consulting, and educational seminars. Melody has worked for Janney Montgomery Scott LLC since 2005. Previous employers include Parker/Hunter Incorporated, Nathan & Lewis Securities, Inc., Bisys Brokerage Services, Inc., and PNC Brokerage Corp.
SPECIALIZATIONS
Woodland, PA
26 Years Experience
1 Disclosures
ADVISOR BIO
Melvin Roberts is a financial advisor with over 24 years of experience in the industry. Melvin is currently registered with MML Investors Services, LLC, and has been with the firm since March 2017. Before that, Melvin was a financial advisor with MSI FINANCIAL SERVICES, INC. from October 1998 to March 2017. Melvin has a variety of experience including working with individuals, businesses, and trusts. Melvin has a series 6, series 7 and SIE licenses.
SPECIALIZATIONS
PITTSBURGH, PA
26 Years Experience
3 Disclosures
ADVISOR BIO
Melvin Brody is a registered representative with LPL Financial LLC. Melvin has been in the financial services industry for over 23 years and is licensed to conduct business in Pennsylvania, South Carolina, and several other states. Melvin has a Series 7, 24, 63 and 65 securities license and has experience providing financial advice to individuals, corporations and charitable organizations. Melvin is also an Independent Insurance Agent with expertise in long term care, universal and term life insurance. Prior to joining LPL, Melvin worked with UBS Financial Services.
SPECIALIZATIONS
MALVERN, PA
3 Years Experience
0 Disclosures
ADVISOR BIO
Menachem Mendel Dinerman is a registered representative with Vanguard Advisers, Inc. Menachem is licensed to offer securities advice in 53 states and territories, and has been in the industry since February 2022. Menachem holds the Series 7TO, Series 63, and SIE licenses. Menachem is a resident of Malvern, Pennsylvania. Menachem's background includes positions with The Vanguard Group, Inc., Cheder Chabad of Philadelphia, Chabad Lubavitch Center, New Franklin Center For Rehabilitation and Nursing, Rabbinical College of America, Yeshiva Gedolah Rabbinical College, Bellevue University, Yeshiva Beis Dovid Shlomo, Educational Institute Oholei Torah, and Self-employed. Menachem is also an administrator for the Salesforce account for The Vanguard Group, Inc..
SPECIALIZATIONS
TREXLERTOWN, PA
1 Years Experience
0 Disclosures
ADVISOR BIO
Merari Delacruz is a financial professional currently registered with Wells Fargo Clearing Services, LLC in TREXLERTOWN, PA. Merari has been in the industry since 2022 and is licensed to sell securities in Pennsylvania. Merari has passed the Series 63, Series 6TO, and SIE exams. Prior to joining Wells Fargo Clearing Services, LLC, Merari was registered with KEY INVESTMENT SERVICES LLC in Quakertown, PA and BROOKLYN, OH.
SPECIALIZATIONS
BRIDGEVILLE, PA
8 Years Experience
0 Disclosures
ADVISOR BIO
Mercedes McFarland is a financial advisor registered with Cetera Investment Advisers LLC in BRIDGEVILLE, Pennsylvania. Mercedes has been in the financial services industry for over 7 years, beginning her career at Federated Securities Corp in 2016. She is a Certified Financial Planner™ professional with experience in financial planning and portfolio management for individuals and businesses. Mercedes McFarland is also registered with the state of Texas as an Investment Advisor Representative.
SPECIALIZATIONS
PHILADELPHIA, PA
15 Years Experience
0 Disclosures
ADVISOR BIO
Meredith Mack Ariano is a registered representative with Janney Montgomery Scott LLC, a firm with offices in Philadelphia, PA. Meredith has been in the securities industry since December 3, 2009 and holds the Series 7, Series 99TO and SIE licenses. Meredith is a specialist in 1, 2, 3, 4, 5, and 6.
SPECIALIZATIONS
MALVERN, PA
8 Years Experience
0 Disclosures
ADVISOR BIO
Meredith Lytle is a registered investment advisor representative with Vanguard Advisers, Inc. Meredith has been in the industry since 2016 and has passed the Series 63, Series 65, Series 7 and SIE exams. Meredith is licensed in Pennsylvania, Texas and North Carolina. Meredith specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Meredith also provides financial planning and selection of other advisors. Meredith is also an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.
SPECIALIZATIONS
GREENSBURG, PA
24 Years Experience
0 Disclosures
ADVISOR BIO
Merle Dean Koon is a financial advisor with over 20 years of experience in the financial services industry. Merle has a strong background in providing financial planning and investment advice to individuals and families. Merle currently works for Trustmont Advisory Group, Inc., a firm with a strong reputation for providing personalized financial services. Merle is a Certified Financial Planner and holds the Series 7, Series 63 and Series 66 securities licenses. In addition to providing investment advice, Merle is also a licensed insurance agent and has experience in real estate and business consulting. Merle's primary focus is on helping clients achieve their financial goals, including retirement planning, college savings, and estate planning. Merle has a commitment to building strong client relationships and providing individualized financial advice.
SPECIALIZATIONS