Janet Mello (CRD# 2793489) is an Investment Advisor Representative working at City National Securities, Inc. in Las Vegas, NV and has over 23 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | Las Vegas, NV | Feb 2023 - Current | 1 |
| City National Bank | Reno, NV | Feb 2019 - Feb 2023 | 4 |
| Lpl Financial LLC | Reno, NV | Nov 2017 - Feb 2019 | 1 |
| Nevada State Bank (zions Bank Affiliate) | Reno, NV | Sep 2014 - Feb 2019 | 4 |
| First Independent Bank | Reno, NV | Sep 2013 - Sep 2014 | 1 |
| Mello, Llc Dba Mello Private Insurance Associates | Reno, NV | Sep 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
- NV
-
Total Assets Under Management1,490MILLIONS
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Total Number of Accounts2,126ACCOUNTS
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Average Account Value$700,934
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, HI, LA, MA, NJ, NV, NY, OH, PA, TX, WA
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