Melynda AngioiCRD Number: 2972880
Current Firm: Ullmann Brown Wealth Advisors
Melynda Angioi (CRD# 2972880) is an Investment Advisor Representative working at Ullmann Brown Wealth Advisors in Jacksonville Beach, FL and has over 11 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Sagepoint Financial||Punta Vedra Beach, FL||Jun 2013 - Current||4|
|Ullmann Financial Group||Ponte Vedra, FL||May 2013 - Current||4|
|Fidelity Brokerage Services LLC||Jacksonville, FL||Apr 2013 - May 2013||< 1|
|Ameriprise Financial Services Inc.||Jacksonville, FL||Oct 2010 - Apr 2013||2|
|Unemployed||Oviedo, FL||Oct 2008 - Oct 2010||2|
|Summit Brokerage Services Inc.||Oviedo, FL||Jun 2008 - Oct 2008||< 1|
|Citigroup Global Markets Inc.||Winter Park, FL||Nov 2005 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2007|
|S65||NASAA Investment Advisors Law Examination||Sep 2006|
Total Assets Under Management296MILLIONS
Total Number of Accounts610ACCOUNTS
Average Account Value$485,246
- 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
FL, GA, TX, VA
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