Melanie Hartenfels (CRD# 4187478) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Berkeley, CA and has over 18 years of experience in the finance industry. Melanie Hartenfels has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
John Hancock Investment Management Distributors LLC | Boston, MA | Jul 2020 - Current | 3 |
John Hancock | Boston, MA | Jul 2020 - Current | 3 |
Ivy Distributors, Inc. | Shawnee Mission, KS | Jul 2019 - Jun 2020 | < 1 |
Waddell & Reed, Inc. | Shawnee Mission, KS | Jul 2019 - Jun 2020 | < 1 |
Unemployed | Berkeley, CA | May 2019 - Jul 2019 | < 1 |
Invesco | Houston, TX | May 2018 - May 2019 | 1 |
Lincoln Financial Distributors | Radnor, PA | Mar 2017 - May 2018 | 1 |
Jackson National Life Distributors LLC | Denver, CO | Mar 2011 - Mar 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- CA
- MA
-
Total Assets Under Management189,589MILLIONS
-
Total Number of Accounts28,802ACCOUNTS
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Average Account Value$6,582,489
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
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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