Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melina? Claim Your ProfileMelina Trevino is a financial professional with over 10 years of experience in the industry. Melina is currently registered with Level Four Advisory Services and has previously worked with Cambridge Investment Research, Inc. and Fidelity Brokerage Services LLC. Melina specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Melina holds several licenses and certifications including Series 63, Series 66, Series 7, Series 9, Series 10, and Series 99TO.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
03/30/2023 - Present
Level Four Advisory Services (DALLAS TX)
TX
07/28/2019 - 02/03/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (FORT WORTH TX)
TX
12/14/2012 - 10/13/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 01/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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