Maria Melecio (CRD# 6398625) is an Investment Advisor Representative working at Desert Wealth Management LLC in Palm Desert, CA and has over 9 years of experience in the finance industry. Maria Melecio 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# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| California State University San Bernardino | San Bernardino, CA | Nov 2022 - Current | 1 |
| Finra | Los Angeles, CA | Aug 2020 - Current | 3 |
| Desert Wealth Management LLC | Palm Desert, CA | Jul 2018 - Current | 5 |
| Club Z Tutoring | Cathedral City, CA | Jan 2016 - Apr 2023 | 7 |
| Alpha Wealth Management, LLC | Hemet, CA | Nov 2015 - Jun 2018 | 2 |
| Insurance Agent | Palm Desert, CA | Dec 2014 - Dec 2016 | 2 |
| Waddell & Reed, Inc. | Riverside, CA | Jan 2015 - Nov 2015 | < 1 |
| Waddell & Reed, Inc. | Indian Wells, CA | Sep 2014 - Jan 2015 | < 1 |
| Unemployed | Palm Desert, CA | Aug 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- CA
-
Total Assets Under Management36MILLIONS
-
Total Number of Accounts54ACCOUNTS
-
Average Account Value$668,127
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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