Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Lassiter is a registered investment advisor representative with Principal Securities, Inc., an investment firm headquartered in Des Moines, Iowa. Melinda has over 20 years of experience in the financial services industry. Melinda is licensed in Maryland, North Carolina, and Virginia. Melinda specializes in providing financial planning and investment management services to a variety of clients including individuals, families, trusts, estates, businesses, and retirement plans. Melinda also provides educational seminars on financial planning topics.
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.
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 fees, solicitors fees, subscription consulting fees
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2
VA
10/10/2005 - Present
Principal Securities, Inc. (MECHANICSVILLE VA)
IA
Issued 10/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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