Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Kaiser is a financial advisor with over 20 years of experience in the financial services industry. Melinda is a registered representative of Next Financial Group, Inc. and is licensed to provide financial advice in multiple states. Melinda has experience in a variety of financial planning areas including retirement planning, college savings, and estate planning. Melinda holds several professional licenses and designations, including the Series 6, Series 7, Series 24, Series 26, Series 51, and Series 63. In addition to her role at Next Financial Group, Inc., Melinda is also the owner of Gemini Investments & Wealth Management and Gemini Investments & Insurance 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.
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.
Seminar/workshop attendance fees
1
2
TX
07/10/2008 - Present
Next Financial Group, Inc. (AUSTIN TX)
AZ
10/22/1999 - 02/05/2001
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 07/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/09/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Melinda Kaiser is the right advisor for you? Invested Better is here to help.
