Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Halina? Claim Your ProfileHalina Melito is a financial professional with over 15 years of experience in the industry. Halina is currently registered with RBC Capital Markets, LLC. Prior to that, Halina held positions at CLSA Americas, LLC, Credit Agricole Securities (USA) Inc., and Macquarie Capital (USA) Inc.. Halina holds Series 7, Series 16 and SIE licenses. Halina specializes in providing financial advice and services to a wide range of clients, including high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
1
2
MN
05/18/2018 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
NY
03/05/2013 - 03/08/2017
CLSA AMERICAS, LLC (NEW YORK NY)
NY
06/24/2010 - 06/07/2013
CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)
NY
03/04/2010 - 06/09/2010
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
04/17/2008 - 01/16/2009
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
02/09/2004 - 07/03/2007
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2004
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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