Melonie BeelerCRD Number: 4503378
Current Firm: Voya Financial Advisors, Inc.
Melonie Beeler (CRD# 4503378) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Midvale, UT and has over 16 years of experience in the finance industry.
Uma Financial Services Inc.
|Voya Financial Advisors||Glendive, MT||Sep 2014 - Current||3|
|Melonie J. Beeler, LLC||Glendive, MT||Apr 2013 - Current||4|
|Culver Insurance||Glendive, MT||Jun 2001 - Current||16|
|Ing Financial Partners||Glendive, MT||Jan 2004 - Aug 2014||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S66||NASAA Uniform Combined State Law Examination||Oct 2003|
Total Assets Under Management11,151MILLIONS
Total Number of Accounts59,860ACCOUNTS
Average Account Value$186,281
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY