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 Pearson is a financial advisor with over 10 years of experience in the financial services industry. Melanie currently works with UBS Financial Services Inc. in Nashville, TN. Melanie has held several previous roles with firms such as Charles Schwab & Co., Inc. and American Independent Securities Group, LLC. Melanie specializes in providing investment advice, portfolio management, and financial planning services to a variety of clients, including individuals, families, and businesses. Melanie is registered in several states, including Alaska, Idaho, Montana, Oregon, Washington, and Wyoming.
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.
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.
See schedule d - miscellaneous
1
2
TN
07/13/2022 - Present
UBS Financial Services Inc. (NASHVILLE TN)
ID
08/25/2015 - 11/06/2020
CHARLES SCHWAB & CO., INC. (Boise ID)
ID
02/05/2015 - 08/12/2015
AMERICAN INDEPENDENT SECURITIES GROUP, LLC (Eagle ID)
ID
07/02/2013 - 11/05/2013
COMMONWEALTH FINANCIAL NETWORK (BOISE ID)
ID
03/30/2011 - 06/18/2013
AMERICAN INDEPENDENT SECURITIES GROUP, LLC (EAGLE ID)
ID
06/26/2009 - 03/31/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOISE ID)
BOTH
Issued 04/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/21/2024
Series 99TO - Operations Professional Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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