Benjamin MelnickCRD Number: 6594976
Current Firm: Meyers Wealth Management, LLC
Benjamin Melnick (CRD# 6594976) is an Investment Advisor Representative working at Meyers Wealth Management, LLC in Columbus, OH and has over 3 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Lpl Financial LLC
|Meyers Wealth Management, LLC||Columbus, OH||Nov 2018 - Current||3|
|Meyers Wealth Management, LLC||Columbus, OH||Oct 2017 - Nov 2018||1|
|Wells Fargo Clearing Services, LLC||Columbus, OH||Nov 2016 - Oct 2017||< 1|
|Wells Fargo Advisors, LLC||Columbus, OH||Sep 2015 - Nov 2016||1|
|Fifth Third Bank||Columbus, OH||Nov 2012 - Aug 2015||2|
|Bmw Financial Services, Innosource||Columbus, OH||Oct 2011 - Nov 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2018|
Total Assets Under Management983MILLIONS
Total Number of Accounts559ACCOUNTS
Average Account Value$1,759,034
- A percentage of assets under your management
- 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
OH, SC, TX
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