Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Mckinzie Smith is a financial advisor with over 30 years of experience in the industry. Melanie is currently registered with Prospera Financial Services, Inc. in Irving, TX. Previously, Melanie held positions at Wells Fargo Advisors Financial Network, LLC, Morgan Stanley, Morgan Stanley & Co. Incorporated, UBS Financial Services Inc. and Prudential Securities Incorporated. Melanie holds Series 7, Series 63, and Series 65 licenses, and holds the SIE designation. Melanie specializes in portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, pension consulting, and selection of other advisors. Melanie also offers financial planning services, educational seminars, and market timing services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
11/04/2014 - Present
Prospera Financial Services, Inc. (Irving TX)
TX
02/28/2014 - 11/10/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SOUTHLAKE TX)
TX
06/01/2009 - 03/26/2014
MORGAN STANLEY (ARLINGTON TX)
TX
07/27/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SOUTHLAKE TX)
FL
05/03/2006 - 08/14/2007
UBS FINANCIAL SERVICES INC. (MIAMI FL)
NJ
10/05/1999 - 07/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/01/1990 - 10/06/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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