Joseph Melenick (CRD# 1953732) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bay Village, OH and has over 16 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St.cloud, MN | Aug 2021 - Current | 2 |
| Cetera Investment Advisers LLC | Bay Village, OH | Aug 2021 - Current | 2 |
| Equitable Advisors LLC | New York, NY | Jul 2020 - Aug 2021 | 1 |
| Citizens Securities, Inc. | Parma Heights, OH | May 2017 - Jun 2020 | 3 |
| Citizens Bank | Cleveland, OH | May 2017 - Jun 2020 | 3 |
| The Huntington Investment Company | Hartville, OH | Feb 2017 - May 2017 | < 1 |
| Firstmerit Bank | Akron, OH | Oct 2013 - May 2017 | 3 |
| Lpl Financial LLC | Charlotte, NC | Oct 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- OH
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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