Melissa Dineen (CRD# 6087691) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Toms River, NJ and has over 11 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 6728845
Ades Wealth Management Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Kearny Bank | Toms River, NJ | Mar 2022 - Current | 2 |
Cetera Investment Services LLC | Saint Cloud, MN | May 2021 - Current | 3 |
Cetera Investment Advisers LLC | Toms River, NJ | May 2021 - Current | 3 |
Investors Bank | Brick, NJ | May 2021 - Mar 2022 | < 1 |
Santander Bank, Na | Boston, MA | Feb 2018 - May 2021 | 3 |
Santander Securities, LLC | Dorchester, MA | Feb 2018 - May 2021 | 3 |
Cetera Investment Services LLC | St. Cloud, MN | Dec 2017 - Dec 2017 | < 1 |
Invest Financial Corporation | Tampa, FL | Jun 2016 - Dec 2017 | 1 |
Investors Bank | Spring Lake Heights, NJ | Jun 2016 - Dec 2017 | 1 |
Santander Securities, LLC | Dorchester, MA | Feb 2013 - Jun 2016 | 3 |
Santander Bank, Na | Boston, MA | Apr 2011 - Jun 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2013 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- NJ
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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)
- 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, VI, VT, WA, WI, WV, WY
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