Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Riso is a financial advisor with MML Investors Services, LLC. Melinda has been working in the financial services industry since May 1, 2003. Melinda is registered in Louisiana and holds the Series 63, SIE, and Series 7 licenses. Melinda is based in Lafayette, LA.
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.
Asset allocation programs
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.
Solicitors fees
1
2
LA
12/06/2017 - Present
MML Investors Services, LLC (LAFAYETTE LA)
LA
06/24/2015 - 01/11/2016
SAGEPOINT FINANCIAL, INC. (BATON ROUGE LA)
LA
01/10/2011 - 06/04/2015
MORGAN STANLEY (LAFAYETTE LA)
TX
10/08/2007 - 01/27/2009
LPL FINANCIAL CORPORATION (HOUSTON TX)
TX
10/18/2006 - 09/25/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
LA
10/11/2002 - 08/23/2006
LINSCO/PRIVATE LEDGER CORP. (BATON ROUGE LA)
NY
02/28/2000 - 02/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TN
08/01/1997 - 03/13/2000
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 08/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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