Melanie Dahl (CRD# 2147002) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 19 years of experience in the finance industry.
CRD# 5231432
Ameriprise Financial Services, LLC
CRD# 4568497
Tower Bridge Advisors
CRD# 6416780
Vanguard Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Newtown Square, PA | Mar 2017 - Current | 7 |
| Massmutual Insurance Company | Newtown Square, PA | Jul 2016 - Current | 7 |
| Metropolitan Life Insurance Co | Woodbridge, NJ | Apr 2006 - Current | 18 |
| Metlife Securities Inc. | Woodbridge, NJ | Apr 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- NJ
- PA
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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