Melissa Seitchek, financial advisor Center Valley PA

Melissa Seitchek

CRD Number: 6098916
Current Firm: Advice And Planning Services

Melissa Seitchek (CRD# 6098916) is an Investment Advisor Representative working at Advice And Planning Services in Center Valley, PA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Philadelphia, PA Jul 2019 - Current 4
Tiaa-cref Individual & Institutional Services, LLC Philadelphia, PA Jul 2019 - Current 4
Santander Bank, Na Boston, MA Jan 2018 - Jul 2019 1
Santander Securities, LLC Dorchester, MA Jan 2018 - Jul 2019 1
Citizens Securities, Inc. Forty Fort, PA Mar 2017 - Dec 2017 < 1
Citizens Bank Forty Fort, PA Mar 2017 - Dec 2017 < 1
Cno Group Wilkes Barre, PA Feb 2017 - Mar 2017 < 1
Pnc Bank Mt Pocono, PA Nov 2013 - Jan 2017 3
Pnc Investments LLC Pittsburgh, PA Nov 2013 - Jan 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Melissa A. Seitchek
Phone Number: 212-490-9000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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