Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Jo Housden is a financial advisor with over 20 years of experience in the financial services industry. Melanie is registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since February 2020. Previously, Melanie was registered with Cetera Advisor Networks LLC and LPL Financial LLC. Melanie holds Series 7, 63, and 66 securities licenses and is also a registered investment advisor representative. Melanie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Melanie specializes in retirement planning, investment management, and insurance planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
02/26/2020 - Present
Raymond James Financial Services Advisors, Inc. (Hamilton TX)
TX
01/17/2017 - 03/02/2020
CETERA ADVISOR NETWORKS LLC (HAMILTON TX)
NE
09/10/2015 - 01/19/2017
LPL FINANCIAL LLC (OMAHA NE)
TX
12/10/2002 - 09/11/2015
EDWARD JONES (HAMILTON TX)
BOTH
Issued 02/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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