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Joshua Melchor
Financial Advisor at Allied Wealth Partners
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Work Experience
Financial Advisor
Sep 2012 - Present · 12 years and 3 months
Stockbroker
May 2012 - Aug 2012 · 3 months
Advisory Assistant And Wealth Management Intern
Sep 2011 - May 2012 · 8 months
Company Details
51-200 Employees
Allied Wealth Partners, an independent financial services firm, empowers clients to achieve their goals and build an enduring legacy with confidence through its open architecture, extensive experience & longevity, and scalable solutions. Located in the tri state area (CT, NJ, NY) and beyond, Allied Wealth Partners serves individuals, families and businesses by providing independent and personalized advice by an advisor who is capable of helping them achieve what they want from life. Our independent structure allows clients to benefit from a diverse array of solutions that align precisely with their needs. This approach empowers clients with tailored flexibility as their situation & goals evolve. Since our inception, we have over 50 years of experience helping clients of different needs, backgrounds and aspirations achieve their goals. Partnering with us means tapping into a wealth of seasoned knowledge and a legacy built on reliability and trust. By leveraging the diversity of our advisor network, we meet the dynamic needs of clients across various markets. Our advisors have unparalleled access to established experts in various fields, ensuring that no challenge goes unmet. Yet the heart of our firm is made up of a tight knit team that cultivates a supportive community, creating a positive and engaging experience for our clients. Contact us to speak to a member of our team today and discover how we can help you achieve your financial goals. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Year Founded
1966
Social Media
LinkedinFacebook
Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
14 Walsh Drive Suite 100 Parsippany, NJ 07054, US
Keywords
Financial PlanningInsuranceInvestmentsLong Term CareDisabilityGroup BenefitsBusiness InsuranceCollege FundingEstate PlanningProperty and Casualty
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