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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Rose Hunter is a financial advisor with Morgan Stanley, a firm that manages over $1.4 trillion in assets. Melanie is a registered representative in 38 states and has been in the industry since 2007. Melanie has a background in financial planning and portfolio management. Melanie works with a wide range of clients, including individuals, businesses, and institutions. She has a passion for helping people achieve their financial goals and is committed to providing her clients with personalized advice and exceptional service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
OR
03/01/2024 - Present
Morgan Stanley (Portland OR)
OR
04/09/2009 - 07/08/2014
RBC CAPITAL MARKETS, LLC (PORTLAND OR)
OR
10/11/2007 - 04/23/2009
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
OR
07/13/2007 - 09/06/2007
WACHOVIA SECURITIES, LLC (PORTLAND OR)
BOTH
Issued 02/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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