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Melanie Denise Perry

Melanie D. Perry

LOS ANGELES, CA 90034
Some features on this profile are disabled
CRD#: 3186552
Melanie Denise Perry

Professional summary

Melanie Denise Perry, CFP®, who also goes by Melanie Perry, was a registered financial advisor .

Melanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Melanie had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Melanie Perry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) ZEALLIONAIRE ENTERPRISES; NON-INVESTMENT RELATED; 4401 W. SLAUSON AVENUE, SUITE 125, LOS ANGELES, CA 90043; FINANCIAL LITERACY/EDUCATION; FINANCIAL EDUCATOR; SOLE PROPRIETOR; 06/2020; APPROX. 20 HOURS PER MONTH DURING TRADING HOURS; PROVIDE NON-INVESTMENT RELATED FINANCIAL LITERACY TO WOMEN AND CHILDREN. 2) MELANIE PERRY; INVESTMENT RELATED; 630 N LA BREA AVE, STE 105, INGLEWOOD, CA 90302; INSURANCE PRODUCTION; INDEPENDENT INSURANCE PRODUCER; 08/1999; APPROX. 5 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

October 13, 2025 - Present

Office #1: 3415 S Sepulveda Blvd. Ste 1100, Los Angeles, CA 90034
LOS ANGELES, CA
Past

February 8, 2022 - October 3, 2025

URBAN WEALTH MANAGEMENT OR UWM

RIA
CRD#: 285633
EL SEGUNDO, CA
Past

April 18, 2017 - December 31, 2021

OSAIC SERVICES, INC.

RIA
CRD#: 133763
NEWPORT BEACH, CA
Past

August 25, 2014 - December 31, 2021

OSAIC SERVICES, INC.

BD
CRD#: 133763
NEWPORT BEACH, CA
Past

March 26, 2008 - August 31, 2012

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
PASADENA, CA
Past

July 22, 2003 - March 3, 2008

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
LOS ANGELES, CA
Past

July 7, 2003 - March 3, 2008

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
LOS ANGELES, CA
Past

May 31, 2002 - July 1, 2003

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
LOS ANGELES, CA
Past

May 31, 2002 - July 1, 2003

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

March 5, 2002 - May 29, 2002

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
CULVER CITY, CA
Past

March 9, 1999 - May 29, 2002

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/13/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/8/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/22/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/22/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/8/1999
Investment Company Products/Variable Contracts Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

No current employment

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