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.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
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 |
- PA
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Total Assets Under Management30,907MILLIONS
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Total Number of Accounts76,892ACCOUNTS
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Average Account Value$401,951
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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