Melanie Dicenso-DahnCRD Number: 1136760
Current Firm: Cuttingedge Advisors
Melanie Dicenso-Dahn (CRD# 1136760) is an Investment Advisor Representative working at Cuttingedge Advisors in Lapeer, MI and has over 34 years of experience in the finance industry. Melanie Dicenso-Dahn 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.
Nfp Advisor Services, LLC
Acorn Wealth Advisors, LLC
Minder Planning Group, LLC
|Vestech Securities, Inc.||St. Louis, MO||Jun 2016 - Current||1|
|Cuttingedge Advisors||Lapeer, MI||Jul 2015 - Current||2|
|Oakbridge Financial Services||Kirkwood, MI||Jul 2015 - May 2016||< 1|
|Concorde Investment Services||Troy, MI||May 2011 - Jul 2015||4|
|Concorde Asset Management||Troy, MI||May 2011 - Jul 2015||4|
|Securities America, Inc.||Lapeer, MI||Sep 2010 - May 2011||< 1|
|Securities America Advisors, Inc.||Lapeer, MI||Sep 2010 - May 2011||< 1|
|Equitas America, LLC||Lapeer, MI||Jul 2007 - Sep 2010||3|
|Gunnallen Financial||Tampa, FL||Jan 2007 - Jul 2007||< 1|
|Questar Capital Corporation||Ann Arbor, MI||Jan 2004 - Jan 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1983|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management105MILLIONS
Total Number of Accounts500ACCOUNTS
Average Account Value$210,000
- 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
MI, MO, TN
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