Melvin Dexter Kornegay

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 03/2020
  Ameriprise Financial Services, Inc.
  Palm Beach Gardens, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2008-01-01 → 2016-02-02
  Wells Fargo Clearing Services, Llc
  Boynton Beach, FL
  Palm Beach, FL
  Boca Raton, FL
• 1999-10-19 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Boca Raton, FL
  St. Louis, MO
  Boca Raton, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-07
• S63 Uniform Securities Agent State Law Examination
  1992-09-10

Designations

• Certified Financial Planner