Unclaimed
Melinda Bini has been working in the financial services industry since 1998. Melinda is currently registered with LPL Financial LLC. She is also registered in Florida, New Jersey, New York, and Pennsylvania. Melinda has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Signature Securities, HSBC Brokerage (USA) Inc., and Republic Financial Services Corporation.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
05/01/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NY
08/30/2016 - 05/03/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
03/31/2003 - 05/18/2016
WELLS FARGO ADVISORS, LLC (HIGHLAND PARK NJ)
NY
05/02/2001 - 06/19/2002
SIGNATURE SECURITIES (NEW YORK NY)
NY
06/19/2000 - 03/16/2001
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
04/28/1997 - 06/19/2000
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 10/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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