Karen Melo, financial advisor East Providence RI
96 score

Karen Melo

CRD Number: 5325017
Current Firm: Msi Financial Services, Inc.

Karen Melo (CRD# 5325017) is an Investment Advisor Representative working at Msi Financial Services, Inc. in East Providence, RI and has over 9 years of experience in the finance industry. Karen Melo 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.

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Professional Designations
Company Name Location Dates Years
Metlife Securities Inc. East Providence, RI Jan 2015 - Current 1
New England Securities Boston, MA Aug 2009 - Current 7
Signator Investors, Inc. Warwick, RI Apr 2007 - Sep 2009 2
State Street Bank Westwood, MA Jul 2001 - Mar 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Karen Melo
Phone Number: 800-638-8378
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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