Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debby? Claim Your ProfileDebby A Mellenger has been a registered financial professional since 2000 and is currently affiliated with Wells Fargo Clearing Services, LLC. Debby's experience includes previous roles with UBS Financial Services Inc., HSBC Securities (USA) Inc., and HSBC Brokerage (USA) Inc.. Debby has a wide range of experience in the financial industry, including investments and financial planning, and holds various licenses and registrations. Debby is committed to providing personalized and professional financial advice to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/05/2011 - Present
Wells Fargo Clearing Services, LLC (PLATTSBURGH NY)
PA
01/03/2006 - 09/02/2009
UBS FINANCIAL SERVICES INC. (CONSHOHOCKEN PA)
NY
01/01/2005 - 07/19/2005
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
10/23/2000 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BOTH
Issued 12/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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