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Amy Janel Melenson

Investment adviser representative at Money Concepts Advisory Service
29 yearsYears since first job or exam
1 stateRegistered in
$4.1B
35 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

29 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Money Concepts Capital CorpNov 2024 to now
  2. Pampered ChefOct 2020 to now
  3. PeratonFeb 2023 to May 2024
  4. Money Concepts Capital CorpOct 2000 to Feb 2022
  5. US Capitol PoliceOct 1997 to Oct 2022

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (MD).

Money Concepts Advisory Service

Legal name: Money Concepts Capital Corp

$4.1B
17,032Clients
385Advisers
35 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

4287112
12963
Advisor's SEC record (opens in a new tab)
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