Melinda Satterlee (CRD# 2344544) is an Investment Advisor Representative working at Marathon Wealth Management, LLC in Medina, WA and has over 30 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Domestic Engineer | Melinda, WA | Jan 2001 - May 2020 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- WA
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts19ACCOUNTS
-
Average Account Value$631,579
- 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
- Educational seminars/workshops
WA
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