Melinda CespedesCRD Number: 6319289
Current Firm: Ameriprise Financial Services, LLC
Melinda Cespedes (CRD# 6319289) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sandy, UT and has 1 year of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Ameriprise Financial Services, Inc.||Sandy, UT||Sep 2017 - Current||4|
|Planned Security Resources||Sandy, UT||Mar 2014 - Sep 2017||3|
|Intermountain Business Insurance||South Jordan, UT||May 2001 - Mar 2014||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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