Melanie Proctor Megenity
Professional Summary
Melanie Proctor Megenity, who also goes by Melanie Cher Proctor, is a registered financial advisor currently at 1964 GLOBAL located in New York, New York and ARC GROUP SECURITIES LLC located in Greenbrae, California. Melanie is registered as a RR (Registered Representative) and started their career in finance in 2001. Melanie has worked at 15 firms and has passed the Series 63, Series 99TO, SIE and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Melanie Cher Proctor
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
ARC GROUP SECURITIES LLC | OBJECTIVE EQUITY, LLC
Contact Information
Main Address
398 S Mill Avenue Suite 306, Tempe, AZ 85281Mailing Address
398 S Mill Avenue Suite 306, Tempe, AZ 85281Phone Number
(928) 625-0928Established
New York since 04/06/2004Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Nov 2001About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Melanie Proctor Megenity's CRS (Customer Relationship Summary).
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