Melissa Lynne Herman

Current Employers

Employment History

• 01/2018 → Present
  Temp2Tech Llc
  Homer City, PA
• 10/2012 → 11/2017
  Kate & Friends Co.
  Homer City, PA
• 01/2021 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 06/2021 → Present
  Ameritas Financial Service Of Wpa
  Indiana, PA
• 06/2022 → Present
  Swift Kennedy & Co. Health Insurance
  Dubois, PA
• 05/2023 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 06/2023 → Present
  Upstreet Financial Advisors
  Indiana, PA
• 03/2024 → Present
  Ash Brokerage
  Indiana, PA
• 05/2024 → Present
  Simplicity Brokerage
  Indiana, PA
• 05/2024 → Present
  Mlj Advisory Services Llc
  Homer City, PA

Other Businesses

Licensed as an Independent Insurance Agent to sell fixed insurance products * Temp2Tech LLC; 1 N Main St, Homer City PA 15748; non-inv rel; staffing and recruitment firm; Managing Member; start date=01/2018; hrs/mo=30; trading hrs/mo=15; payroll, invoicing, bookkeeping, business development * Ameritas Financial Service of WPA; same as branch; inv rel; life insurance, disability insurance; Producer; start date=06/2021; hrs/mo=60; trading hrs/mo=50; prospecting, client meetings, application creation for life and disability as well as annuity products, maintaining client records * Swift Kennedy & Co. Health Insurance; 100 Meadow Ln, DuBois PA 15801; non-inv rel; handle the healthcare coverage for my business Temp2Tech as well as potentially offer healthcare assistance to client when there is a need; Agent; start date=06/2022; hrs/mo=0; trading hrs/mo=0; maintain the healthcare coverage for my business, yearly review the coverage and make applicable changes to the coverage type as needed * Rental Property; non inv rel; 68 Carlisle St, Homer City, PA 15748; Rental Home; Owner; start date=5/2023; hrs/mo=1; trading hrs/mo=0; Maintain the home in good working order * dba Upstreet Financial Advisors; inv rel; same as branch; Financial Advising; Agent; start date=01/2025; hrs/mo=100; trading hrs/mo=80; Meeting with clients and providing financial planning services. * Ash Brokerage; inv rel; same as branch; Life insurance; Producer; start date=03/2024; hrs/mo=1; trading hrs/mo=1; Life insurance sales * Simplicity Brokerage; inv rel; same as branch; Life/annuities sales; Agent; start date=05/2024; hrs/mo=1; trading hrs/mo=1; Offer life insurance and fixed annuities * MLJ Advisory Services LLC; 1349 Pierce Rd, Homer City PA 15748; inv rel; LLC for tax purposes and business structure for financial advising and insurance producing; Owner; start date=05/2024; hrs/mo=0; trading hrs/mo=0; structure for future growth of the business for taxation purposes * AirBnB Rental; non-inv rel; 274 Upper Logue Run Rd, Austin, PA 16720; Rental; Owner; start date=07/2025; hrs/mo=2; trading hrs/mo=0; Maintain property and handle renter questions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-04
• S63 Uniform Securities Agent State Law Examination
  2021-04-08

Other Names

• Melissa Lynne Jones