Melanie WerlingCRD Number: 5614060
Current Firm: Park Avenue Securities LLC
Melanie Werling (CRD# 5614060) is an Investment Advisor Representative working at Park Avenue Securities LLC in Bloomfield, NJ and has over 3 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Guardian Life Insurance Co Of America||Bloomfield, NJ||Jul 2012 - Current||4|
|Park Avenue Securities LLC||Bloomfield, NJ||Jul 2012 - Current||4|
|Ipa||Bloomfield, NJ||Oct 2008 - Current||8|
|Guardian Life Insurance Company||Fairfield, NJ||Nov 2008 - Jul 2012||3|
|Park Avenue Securities||Fairfield, NJ||Nov 2008 - Jul 2012||3|
|Madison Brokerage||Morristown, NJ||Jan 2007 - Aug 2008||1|
|Ipa||Fairfield, NJ||May 2000 - Jan 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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